Transitioning Your Business in Today’s Market

Event Detail
  • Date
  • December 08, 2022
  • 11 a.m. – 3:30 p.m. CT
  • Location
  • Mankato, MN
  • Hosting, Speaking
  • Fees
  • Complimentary
Speakers
  • JJ Lurken
  • Senior Wealth Advisor

CLA and Gislason & Hunter are excited to be collaborating once again to bring you an educational seminar focusing on transitioning your business in today’s market. Please join us for a complimentary lunch, an insightful program, and networking after the presentation.

Topics will include:

  • Legislative overview from Dave Preisler, retired CEO of Minnesota Pork Producers Association
  • Protecting business and family assets
    • Probate process
    • Revocable trusts
    • Prenups
    • Life insurance
    • Keeping assets from nursing home versus funding for long-term care insurance
  • Business succession strategies
    • Estate tax update (state and federal)
    • Financial plan for senior generation
    • Transferring operations, equipment, and land

Who should attend

    This session is designed for anyone transitioning their farm or closely held business in the next 2 – 10 years.

    Schedule

      • 11 – 11:30 a.m. — Check-in and lunch buffet
      • 11:30 a.m. – 3 p.m. — Presentation
      • 3 p.m. — Networking and Q&A

      Location

      Courtyard by Marriott
      Directions
      901 Raintree Road
      Mankato, MN 56001

      All attendees must register by November 30, 2022 to reserve a seat. 

      Register for this event

      If you are unable to see the form below, please complete your submission here.

      For more information:
      Cathy Chabot
      Marketing Coordinator

      Experience the CLA Promise