Looking out over the farm

Your farm's future: Succession planning workshops

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Build a legacy that lasts generations

Why it matters

You’ve dedicated your life to cultivating a thriving farm. Without a solid succession plan, all that hard work is at risk. A written succession plan not only shields you from unexpected life events but also ensures optimal tax strategies and a sustainable future for both current and coming generations.

Farm succession is intricate, and without planning, you and your family might miss critical opportunities or face unnecessary risks.

Why attend?

Succession planning can be daunting, whether you’re preparing to step back or take over. Conventional discussions and seminars can often leave you with more questions than answers and a lack of clarity on the best course of action.

That’s why we’ve collaborated with a team of local advisors to create a workshop that goes beyond the basics. Our unique format allows your family to engage directly with a diverse group of specialists who can address your specific needs and provide personalized guidance, ensuring your plan is as unique as your farm.

No matter where you are in your succession journey, this workshop is designed to answer your questions and help you take the next step.

Illustration of the workshop format. Small knit group coaching settings

What you’ll experience:

  • Meet the advisors: Brief introductions to our seasoned advisors with decades of experience in farm succession.
  • Personalized meetings: Benefit from 15+ minute one-on-one sessions with leaders in key areas, including accounting, legal matters, financial planning, lending, and farm management.
  • Tailored advice: Get answers to your specific questions and practical advice for your unique succession journey.
  • Networking opportunities: Enjoy additional discussions with our advisors over lunch.
  • Follow-up support: Take the next step with a no-charge consultation with an advisor after the workshop.

Upcoming workshops

Chatham-Kent Succession Planning Workshops March 5th, 2025 

Morning session

9:00 a.m. – 1:00 p.m. (Check-in starts at 8:45 a.m.)

 Register Morning Session

Afternoon session

12:30 – 4:30 p.m. (Check-in starts at 12:15 p.m.)

 Register Afternoon Session

Cost: $100 per family (up to five people). Lunch is included.

Location: Hidden Hills Golf & Country Club, 25393 St Clair Rd, Dover Centre, ON N0P 1L0

London Succession Planning Workshops March 26th, 2025 

Morning session

9:00 a.m. – 1:00 p.m. (Check-in starts at 8:45 a.m.)

 Register Morning Session

Afternoon session

12:30 – 4:30 p.m. (Check-in starts at 12:15 p.m.)

 Register Afternoon Session

Cost: $100 per family (up to five people). Lunch is included.

Location: Sunningdale Golf & Country Club, 465 Sunningdale Rd W, London, ON N6G 5B9

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