Succession Planning - Not An Easy Process Always - Megan Roberts

MID-WEST FARM REPORT - MADISON

As the leading financial services provider for agriculture and rural communities in Illinois, Minnesota and Wisconsin, Compeer's financial advisors understand agriculture, the challenges and the opportunities.

Megan Roberts, Principal Quantitative Analyst with Compeer Financial, talks with Pam Jahnke about an upcoming webinar designed to help avoid the potential pitfalls of succession planning on a farm.

With their team of experts, from financial advisors to economists, who provide ongoing education, reports or one-on-one advice, Compeer is all about helping clients make the best decisions for their operation. Part of that ongoing education includes a series of webinars.

The next AgriMindset Webinar: Succession Planning
Webinar Details: Registration: compeer.com/events - then “Succession Planning” Date: March 12
Time: 9:00am
Location: Virtual
Live Q&A following – BRING YOUR QUESTIONS!
A recording of this virtual event will be sent to all registrants, so be sure to register event if you aren't able to attend live!
Featured Guest: Brooke Didier Starks, Legacy Legal, estate planning attorney with first-hand farm transition experience. She brings a candid, down-to-earth style that will help you get unstuck and move toward creating the legacies you want to leave for your family and community. Nothing about succession planning is easy. It’s often difficult to take the next steps in the process – whatever that may mean for you, your family and your farm. This webinar is great starting point in your succession or transition planning journey Officially putting pen to paper and documenting your plan carries a lot of responsibility.

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