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
Shelby County
January 18 & January 25 @ 6:00 PM
CG Therkildsen Activity Center - 706 Victoria St, Harlan, IA 51537
- Workshop 1: Strengthen and Secure Your Farm's Future
- Workshop 2: Build Your Farm Succession Advisory Team
To register, call the Shelby County Farm Bureau at (712) 755-5145
Tama County
February 15 & February 29 @ 6:00 PM
Traer Memorial Building - 412 2nd Street, Traer, IA 50675
- Workshop 1: Strengthen and Secure Your Farm's Future
- Workshop 2: Build Your Farm Succession Advisory Team
To register, call the Tama County Farm Bureau at (641) 484-3361
Palo Alto County
February 22 & March 21 @ 6:00 PM
The Shores at Five Island - 14 N Lawler St, Emmetsburg, Iowa 50536
- Workshop 1: Strengthen and Secure Your Farm's Future
- Workshop 2: Build Your Farm Succession Advisory Team
To register, call the Palo Alto County Farm Bureau at (712) 852-4443
Cost
The program is FREE to all Iowa Farm Bureau members. The fee for non-members is $60 per couple/family.