2014 Legacy Project Event Series - Oklahoma City, OK

Norman, Oklahoma
Wednesday, December 10, 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,
                           Dick Wittman Farm Journal Legacy Institute
                           Advisory Team, president of Wittman
                           Consulting, Idaho Farmer

                           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

1:00 - 1:30 p.m.    

Succession Planning: Key Legal Strategies,
                               Shannon Ferrell; Oklahoma State University

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

1:45 - 2:30 p.m.      

Specialty Estate Tax Seminar for Farm Families,
                              Randy Netek and Brandt Self, CliftonAllenLarson

2:30 - 3:30 p.m.     

Actionable Steps for Executing a Succession Plan,
                             Dick Wittman

                             Planning and executing a family meeting
                             Building your family and business data profile
                             Differentiating succession planning from estate planning
                             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!
Dick Wittman; Wittman Consulting and Idaho Farmer
Shannon Ferrell; Oklahoma State University Professor
Randy Netek and Brandt Self; CliftonAllenLarsen


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.