Agriculture Conference 2018

AG1816 - Succession Planning Tips and Traps

Jul 18, 2018 9:50am ‐ Jul 18, 2018 11:05am

Standard: $49.00

Description

Succession Planning for Ag operations is challenging. To do it right we as professionals must work at the intersection of the financial and non-financial lives of our clients. In this session you will learn techniques and best practices that will allow you to participate in preserving family relationship and perpetuating these amazing agricultural legacies.

1) Leave with techniques on how to develop and ask better questions to allow for deeper discovery and more transparent expectations of what the family is trying to accomplish. 

2) Learn how to recognize the needs of all family members within the Family Farm System and how to plan for their fears, minimize risk and maximize harmony.

    Speaker(s):

    • Dave Specht, Family Dynamics Nat'l Dev Manager, Wells Fargo Private Bank

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