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Family, Farm and Finances
February 14, 2017 @ 1:00 pm - 4:00 pm
Free
Are you stuck at the three P’s – Procrastination, Preparation and Planning? Join us for an afternoon of thought provoking conversation about how to succeed with wealth and wisdom that leaves a farm legacy intact.
Embassy B/C
AGENDA
1:00 pm – Terry Betker P. Ag., CAC, CMC, Backswath Management Inc.
Top Three things you need to know about retiring from the farm.
– How much money do you need?
– Where are retirement $ coming from?
– How and when to give up control.
1:30 pm – David Derwin, Portfolio Manager-Commodities/Equities, Investment Advisor, PI Financial
Who is your Succession Quarterback? Rounding up your Team?
– Assembling your transition team and do they understand what needs to be done?
– Navigating what you want into what you need.
2:00 pm – Justin Chaput, CPA, CGA*, Talbot & Associates
Top Three Things your accountant wants you to know as you plan transition.
– Capital Gains Exemptions.
– Alternative Minimum Taxes.
– Impacts on other credits and benefits that affect retirement planning.
2:30 pm – Health break and social media check in
2:45 pm – Laura J. McDougald-Williams, B.A., L.L.B., B.CL.* Meighen Haddad
The Best Time to Plant a Tree: Legal Considerations in Farm Succession Planning and Transfers of Ownership/Wealth.
– Transfer of Ownership.
– Transfer of Wealth.
3:15 pm – Kitchen Table Discussion: All presenters open for Questions.
4:00 pm – Adjournment.