Your farm's future: Succession planning workshops
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.
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
We host several workshops each year, the dates for our next events are not yet confirmed. To stay informed about new dates and details, please sign up for our mailing list and be the first to know about upcoming opportunities.
Insights
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Progress
August 08, 2024
A bright future for farmers: Setting the stage to support the next generation
Is the Canadian ag sector in peril? With the nation on track to lose 24,000 farm workers to retirement by 2033, we explore a path forward for the family farm.
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Progress
Your farm succession plan isn’t complete until it exists in writing
The average age of farmers in Canada is increasing. Having a written succession plan becomes more important as you age, to help secure your legacy, protect your farm operation, and reduce conflict.
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Confidence
April 19, 2023
Mentoring and transition starts in the farm management buddy seat
The ride-a-long or farm management buddy seat is essentially a mentorship program to adequately train the next generation in the areas of farm business management – so you can leave a lasting legacy on your terms.
