Upcoming Workshops
The Take Root program consists of two 3-hour workshops set up to accommodate busy farm schedules.
Workshop 1
Strengthen and Secure Your Farm's Future
Topics include
- Getting the conversation started
- Family communication and business issues
- Fair vs. equal among heirs
- Generational differences and needs
- Goal-setting
- Preparing for and conducting family meetings to discuss farm succession
- Tools and strategies for transferring wealth and assets, while minimizing the estate and income tax impact
- Estate Planning concepts
- Organizing and inventorying farm and estate assets
- 24/7 online resources for creating your very own succession plan
Workshop 2
Build Your Farm Succession Advisory Team
Topics include
- Representing your vision with farm advisors
- Asking the right questions to get valuable information
- Interact with a panel of Farm Business Advisors in a dialogue for issues including estate, tax and financial planning, leases and tenant qualities, and beginning farmer opportunities
2024 Workshop Schedule
Polk County
Thursday, July 25 @ 11:30am- 4:30pm
Simpson Barn - 6169 Northglenn Dr Johnston, IA 50131
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Includes:
Workshop 1: Strengthen and Secure Your Farm's Future - Workshop 2: Build Your Farm Succession Advisory Team
To register, call the Polk County Farm Bureau at (515)964-5354
Cost
The program is FREE to all Iowa Farm Bureau members. The fee for non-members is $60 per couple/family.