Managing for Today and Tomorrow

January 27, February 3, February 10, February 17 and February 24, 2022 | West Burlington and Mt Pleasant, Iowa

A five-session course on passing down the farm through business, estate, retirement and succession planning.

What is the Managing for Today and Tomorrow: Farm Transition Planning?

The decisions made during business, estate, retirement and succession planning are combined to form a farm transition plan. Planning ensures the farm can continue to the next generation as a productive agricultural business. This course is taught in the tradition of Annie’s Project and incorporates a comfortable and supportive learning environment. Course participants of all ages and experience levels will be empowered to confidently set goals, nurture effective family or non-family conversations, and define the farm legacy.

Business planning

  • Personal and farm business finances
  • Describing farm transition goals and strategies

Estate planning

  • Estate planning terms, concepts and tools
  • Assembling necessary information
  • Strategies for transferring assets

Retirement planning

  • Sources of retirement income
  • Planning for a productive and enjoyable time in life

Succession planning

  • How to have essential conversations
  • Differentiating between fair and equal
  • Strategies for transferring management

Format

  • Topics of importance to your future in farming
  • Brief presentations and extended discussions
  • Practical hands-on activities
  • Decision making resources available to you
  • Comfortable and supportive learning environment
  • Networking with other farm women

Register

When

January 27, February 3, February 10, February 17 and February 24, 2022

Meal and registration at 5:30 pm.
Program 6:00 pM to 9:00 pM.

Where

January 27, February 10 and February 24

Des Moines County Extension and Outreach
1700 W Mt Pleasant St
West Burlington, IA 52655



February 3 and February 17

Henry County Extension and Outreach
127 N Main St
Mt Pleasant, IA 52641

Statewide sponsors

Farm Credit Services

USDA

Register

$75

Registration, prior to midnight January 20, 2022

Registration includes meals and course materials.

Reminders

  • Registration deadline is midnight, January 20, 2022. Pre-registration is required.
  • Class size is limited and pre-registration is required to attend. Registrations accepted on a first-come, first-paid basis.
  • Confirmation of registration is sent via email. Please provide a valid email address when registering
  • To cancel your registration, or for assistance with registration, receipts, or questions on the status of your registration contact Program Services at (515) 294-6429 or anr@iastate.edu.

Contact

Darbee Wellman

Darbee Lewis
agriculture/youth coordinator
Henry County Extension
319.385.8126
dwellman@iastate.edu

Charles Brown

Charles Brown
farm management specialist
515.240.9214
cbrown@iastate.edu