Leaving A Legacy: Succession, Estate, Tax & Financial Planning for Farm Families

Many farm families dream of passing the operation onto future generations, but the reality is it’s difficult to find the best plan for your family and farm. With the ever-changing agricultural industry, what was successful previously may no longer accomplish what needs to happen now.

This complimentary event helps you assess your current plan and provides you with concrete planning solutions. We will also specifically discuss the impact of the tax law and jobs act on agricultural taxpayers.

Whether it’s an ag estate plan, taxes or financial planning, this workshop is tailored specifically for farm families. Learn strategies to craft an innovative plan to protect your farm, treat your successors fairly and provide financial flexibility to accomplish goals.

Heartland Bank and Raymond James, in partnership with Stowell, Geweke and Piskorski, P.C, L.L.O., Severson, Lammers and Abel CPA's P.C. and Central Community College, would like to invite you to hear from and interact with experts in the succession, estate, tax and financial planning industry. We are passionate about providing you the best learning experience possible to help you be successful.

REGISTER ONLINE HERE

Choose to attend one session, either in the afternoon or the evening, but all attendees are invited to join us for the social hour between sessions for appetizers and interacting with the speakers.

• Afternoon Session:
  • Robert Stowell | Succession & Estate Planning: 2:00 pm - 2:30 pm
  • Bruce Lammers | Taxes and Jobs Act for Agricultural Families: 2:30 pm - 3:00 pm
  • Theresa Petska | Building Your Plan for Your Future: 3:00 pm - 3:30 pm
  • Q & A Session: 3:30 pm - 4:00 pm
• Social Hour: 4:00 pm - 5:30 pm
• Evening Session:
  • Bruce Lammers | Taxes and Jobs Act for Agricultural Families: 5:30 pm - 6:00 pm
  • Robert Stowell | Succession & Estate Planning: 6:00 pm - 6:30 pm
  • Theresa Petska | Building Your Plan for Your Future: 6:30 pm - 7:00 pm
  • Q & A Session: 7:00 pm - 7:30 pm

Seating for this event is limited, allowing attendees as much one-on-one and Q&A time as needed. Registration for this event ends at 12:00 pm on June 15th.

Learn more about the presenters and event sponsors here.