Feb 10, 2022 - Farm Planning 101

Location: via Zoom

Speakers:

Sara McCullough

Ian Cubitt

There’s nothing basic about transitioning a family farm to a family member. Tonight WWEPC Member Sara McCullough, CFP, RFP, CDFA, and Ian Cubitt, CPA, will cover the conversations about valuing, taxation and estate considerations that need to happen when you’re advising clients who own an operating farm.

Following the presentation, there will be some announcements and socialization.

If you are interested in attending, please email Val at wwepc.canada@gmail.com to have the Zoom link sent to you.

Topics: Farm Planning 101

Agenda:

  • 5:00pm: Presentation
  • 6:00pm: Announcements and Social Time after Presentation ... time approximate

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Feb 10, 2022 - Farm Planning 101