field of daisies

Annie's Project Managing for Today & Tomorrow

Fri, 03/20/2020 to Sun, 03/22/2020
Lake Morey Resort
82 Clubhouse Rd.
Fairlee, VT 05045

An Estate & Succession Planning Retreat for Women Farmers

This weekend program is a discussion-based workshop to connect women and subject-matter experts.  As they work through important discussions in the areas of business, estate, retirement and succession planning, women will find many opportunities for questions, sharing, and connecting with the presenters and other participants. It's a relaxed, fun and encouraging way to learn, and discuss one of the most difficult subjects that face farm women today.

Schedule of Topics

Succession Planning transfers knowledge, labor, management, and ownership over time.

  • Explore communication barriers that hold back succession planning
  • Understand the difference between fair and equal

Business Planning determines what makes up the farm business and names intentions for the future.

  • Understand why personal and farm finances are important for business management, succession, and retirement
  • Learn how a business plan can be used for farm business development and/or transition

Estate Planning reflects the intentions of the established generation

  • Understand key estate planning terms, tools, and concepts
  • Begin assembling estate information 

Retirement Planning prepares the established generation with the means and desire to hand over responsibilities

  • Develop individual retirement definitions and goals
  • Investigate retirement options and explore sources of retirement income

Program begins at 4 pm on Friday, March 20 and concludes at 1:30 pm on Sunday, March 22.

Registration Cost: $75 includes meals with the exception of Saturday night's dinner, and all materials. Overnight accommodations are $129 plus tax per night (single or double occupancy).

For overnight accommodations, please contact the resort directly at (802) 333-4311. Mention this program to receive the group rate.

Contact Kelly McAdam at (603) 527-5475 if you are in need of financial assistance to attend this program.

This program is sponsored by USDA Risk Management Agency, and is offered in partnership with University of Vermont Extension.