Welcome and Introductions Family Business Basics Strategic Planning 101 Succession Planning Fundamentals
Family Business Legacy Estate Planning Legal and Tax Considerations
Dress is business casual.
Practical Tools Take home the ‘consultant's workbook’ and practice using case studies that feature simple, practical tools to address critical questions and move the planning process forward.
Step-by-Step Approach Our business advisors share their proven planning process and strategic succession planning that leverages work with hundreds of ag businesses throughout the Northwest.
Legal Considerations Learn about common planning mistakes, entity selection, ownership structures and decision-making.
Tax Perspectives Get the latest on state and federal tax laws. Learn effective estate planning strategies to manage taxes, avoid unnecessary complexity and enhance long-term business (and family) success.