Summer Series Part 3: Financial Security

August 26, 2021

Event

Join us for a Summer Q & A series provided exclusively for members of Catholic Rural Life. We will offer a different topic in June, July and August – addressing the most common questions business owners and families have about designing an efficient and effective estate and succession plan.

Facilitated by Kevin Spafford, CRL member and one of the ag industry’s foremost experts on the subject of succession planning, this series will address many of your concerns and offer you an opportunity to submit any questions.

Each 30-minute session will be succinct and packed with information. Kevin will provide you with his experiences regarding some of planning’s most pressing issues, followed by time to share or submit your thoughts, concerns, and questions. For those questions that may be beyond the scope of a given session, Kevin is willing to talk with you individually at your request.

AUGUST 26, 10:00am CDT: Financial Security               

  • We don’t have a retirement plan; if all our money is tied up in the farm/family business, how do we plan for retirement?
  • Since I’m in a partnership with my sibling[s]/business partner[s], don’t we have to sell the operation if one of us wants to retire? What if I can’t afford to buy him/her out? 
  • How do I make sure my family/spouse is financially secure if something happens to me?
  • What are the tax advantages to supporting worthy & charitable causes in our estate plan?

Click here to learn more and register.

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