Planning for Tax Reform, Succession, and Retirement Workshop

Proper planning is key to the success of any endeavor, however, it can be an overwhelming task. This joint session, presented by CliftonLarsonAllen, Marshall-Putnam Farm Bureau, and COUNTRY Financial will help producers address challenging planning topics, including tax changes, succession, and retirement planning. Topics include:

  • Evaluate opportunities in tax planning based on tax reform
  • Understand options available to effectively transfer a farm operation to the next generation or other successor
  • Identify vehicles for achieving retirement planning goals

This session is designed for individuals involved in production agriculture and interested in strategies to plan for the future.

Date: Thursday, March 1, 2018

Time: 5:30 - 8:15 p.m.

Place: Marshall-Putnam Farm Bureau, Henry, Illinois (dinner will be served)

RSVP: or call 309-364-2501 by February 21, 2018.