Estate Planning


3 Steps to Transitioning the Family Farm Webinar Series

Course Description
Are you prepared for your annual financial review and to make confident business decisions? Do you have the right estate and wealth plan in place to reach your retirement goals? Are you thinking about transitioning your ag operation onto the next generation? These are tough questions to consider. Where do you go from here?  
Join us for a three-part webinar series to help you begin the process of transitioning your family farm. You will hear from Eide Bailly specialists on how to get your financial statements and analysis ready for financial meetings, as well as discuss different estate planning techniques and steps to take to begin the transition planning process.  
Key takeaways 

• Assistance with financial restructuring and analysis preparation for lender meetings
• Strategies on developing an estate plan to prepare for transition planning
• Steps to consider for a successful transition  

Ava Archibald, EA, Principal | Eide Bailly
Ava specializes in helping clients plan for the future success and prosperity of their businesses and families. Since 2006, she has provided Eide Bailly clients with her expertise in transition and estate planning, as well as gift and fiduciary compliance and overall financial planning.

When you work with Ava, you get a big picture advisor. She understands that you’ve worked a lifetime building your assets and will do all she can to help you protect your wealth. Ava looks at your entire plan from both a tax and financial perspective, listening to your goals, reviewing your planning documents and illuminating the finer points so all parties have a clear picture of what the numbers will look like as that plan is carried out.

Additional Information: 
This is a web-group seminar. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628.

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