Workshop: Planning for Tax Reform, Succession, and Retirement

Sunset Over Corn Field
  • 2/12/2018
  • Effingham, IL
  • Speaking
Proper planning is key to the success of any endeavor. However, planning can be an overwhelming task. This joint session presented by CliftonLarsonAllen, Effingham County Farm Bureau®, and COUNTRY Financial®, will help producers address challenging planning topics, include tax changes, succession, and retirement planning. 

At the end of this session, you will be able to:

  • Evaluate tax planning opportunities based on the current tax code
  • Understand options available to effectively transfer a farm operation to the next generation or other successor 
  • Identify vehicles for achieving retirement planning goals

Who should attend
This session is designed for individuals involved in production agriculture who are interested in strategies to plan for the future.

Speakers:

  • Kelly Hardy, Principal, CliftonLarsonAllen
  • Vanessa Bechtel, Manager, CliftonLarsonAllen
  • Derek Dickinson, Financial Security Consultant, COUNTRY Financial®

Schedule
Starting at 5:30 p.m. —

  • Welcome and Program 
  • Tax Reform and what it will mean to producers
  • Dinner
  • Estate and Succession Planning
  • Retirement Planning

Fee
Complimentary 

Questions?
Valerie Conn
valerie.conn@CLAconnect.com
217-373-3111