Succession Planning Institute

Succession Planning Institute- Sunday, Nov. 2 8 am -8 pm Yogo Inn, Lewistown

Hear from expert speakers and get the tools to do a deep dive into your farm’s succession plan at this workshop for multi-generational farm and ranch families

A future for your next farm or ranch generation depends on laying a strong foundation now.

What to expect and who should attend:

A mixture of presentations, individual reflection, and private multi-generational family/farm discussions.  For the current and next generation of operators/owners.

Featured speakers are: 

What happens when there is no plan, MSU Professor Marsha Goetting, PhD, CFP© 

Having difficult discussions, Intersections Consulting Owner John Beranek 

Family financial management, Ranch Legacy Founder Cat Kelly 

Succession planning next steps & switching roles, Brent Turner, author of Peace of Land: What Every Farm and Ranch Family Needs to Know About Legacy, Land, and Letting Go 

Topics

• Estate planning expectations
• Examining approaches for disagreements
• What documents and plans do we have and where are they
• Identification of mutual family level goals for short, intermediate, and long term
• Preparing to meet your Lawyer/financial advisor
• Succession planning next steps.

REGISTER HERE