2014 Legacy Project Event Series - Greenville, MS

Greenville, Mississippi
Monday, December 08, 2014


2014 Agenda
The Legacy Project Family Workshops are designed to give farming families actionable information, tools and strategies to start the succession planning process. The format offers comprehensive discussions of technical issues where critical conversations must occur. The session concludes with action plans and resources participants can tap to complete the journey. The goal is for participants to leave with the confidence that, although challenging, it is a doable process worth working on to the finish line.

The agenda is tentative and subject to change.

8:00 - 8:45 a.m.    Registration

8:45 a.m.             Welcome and Program Overview

9:00 a.m.            
Constructing a Succession Plan,
                           Joe Kluender; Farm Family Dynamics
                           Taking inventory of your current situation
                           Having critical conversations with key stakeholders
                           Identifying alternative future scenarios

10:00 - 10:15 a.m. Break

10:15 - 12:00 p.m.  Constructing a Succession Plan

12:00 - 12:45 p.m.  Lunch

12:45 - 1:30 p.m.    

Succession Planning: Key Legal Strategies,
                             Bobby Warriongton, Campbell DeLong

1:30 - 1:45 p.m.      Break with Refreshments

1:45 - 2:30 p.m.      

Estate Tax Information and Tips for Farmers,
                               Dave Clarke; Clarke, Bradley & Baker Co.

2:30 - 3:30 p.m.    

Actionable Steps for Executing a Succession Plan,
                             Joe Kluender, Farm Family Dynamics

                            Planning and executing a family meeting
                            Building your family and business data profile
                            Differentiating succession planning from estate
                            Building post-retirement cash flow
                            Creating and managing a collaborative succession
                                planning team

 3:30 - 4:00 p.m.      Question and Answer Session with All Speakers

4:00 p.m.               Closing

Hear from these experts!
Joe Kluender; Farm Family Dynamics
Dave Clarke; Clarke, Bradley & Baker CO.
Bobby Warrington; Campbell DeLong


Contact Information

Payment Instructions

  • Please make checks payable to:
    Farm Journal Media
    Attn: Tony Smith
    102 MacKinlay Kantor Dr.
    Webster City, IA 50595

    All payments, including checks, must be received 1 week prior to the event, or your registration will be cancelled.

    Your registration is 100% refundable through November 7, 2014. From November 8 - November 24, your registration is 50% refundable. Sorry, no refunds after November 24, 2014.