Estate, Succession and Retirement Planning -- Succession and Planning

The Southwest Research Center will host Estate, Succession and Retirement Planning seminars on three days in January -- Thursday, Jan. 17; Thursday, Jan. 24; and Thursday, Jan. 31. (Thursday, Feb. 7, will serve as a bad weather date.)

Each seminar will run from 6-9 p.m. The registration fee is $110 for the first person -- additional persons from the same farm entity are $50 each. A light supper is included each evening. Participants may also register for a single night. The cost is $45 for an individual and $20 for each additional person from the same family/farm. A light supper in included each evening.

Session 1 (Thursday, Jan. 17)

Introduction and Retirement: goal setting; effective communication; calculations and planning

Session 2 (Thursday, Jan. 24)

Succession Planning: why plan your estate; who should be involved; what materials you'll need; business organization; choosing advisors; SWOT analysis

Session 3 (Thursday, Jan. 31)

Estate Planning: propery ownership; estate and gift taxes; wills; non-probate transfers; gifting; insurance; stepped-up basis; probate in Missouri

The classes will be facilitated and taught by University of Missouri Extension faculty: Darla Campbell, Karisha Devlin, Chris Kempke, Joe Koenen, Mary Sobba, Andrew Zumwalt.

Fill out this form and return it with payment to:

Christian County Extension Center

105 N. Second St.

Ozark, MO 65721

Checks are payable to: University Extension

Thursday, January 24, 2019 at 6:00pm to 9:00pm

Southwest Research Center
14548 Highway H, Mt. Vernon, MO, 65712

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Jim Spencer Jr.

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