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.


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

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


Valerie Conn