FREE Succession Planning webinar series
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RuralBiz Training will launch a free webinar series on Succession Planning, beginning July 10.
This series will provide farmers and families with a valuable insight into what Succession Planning is, and what is associated with establishing and implementing a succession plan.
The five areas the webinar series will focus on are:
- Communication
- Intergenerational and In-law issues
- Financial aspects
- Legal aspects
- Options in retirement
These webinars are a free service, however you must register to take part. For more information and to register please visit the RuralBiz Training website, and click on 'webinars' under the 'training and courses' tab.
Succession Planning is a key issue for family farms. If successful, it helps the farm business continue as planned by the current owners. If unsuccessful, it can result in fractured family relationships and a damaged farm business.
In the month of July, Lyn Sykes and Vicki O'Connor will present the first three webinars in the five part series. The topics and dates of these webinars are:
- Communication (July 10)
- Intergenerational and In-law issues (July 18)
- Financial aspects (July 24)
Meet the presenters:
Lyn Sykes: Lyn is recognised as Australia's leading Succession Planning facilitator, having assisted hundreds of farming families in all states and now trains others in the art of facilitating farm family meetings. She is highly sought after as a key note speaker at conferences and has featured on Prime Television's A Little Bit of Country, and radio programs including Bush Telegraph and The Country Hour.
Vicki O'Connor: Vicki has been working with farming businesses in the finance industry as an accountant since 1984. She specialises in portfolio wealth management and in providing quality strategic and investment advice. She has extensive experience in succession/estate planning, retirement planning, financial planning, taxation planning and portfolio management. Vicki firmly believes that everyone should have a sound plan to achieve their financial and lifestyle goals, and strategies in place to maximise the opportunities available.
The webinar series on Succession Planning will continue in August with Legal aspects and Options in retirement concluding the series. Bill Thompson will present the legal aspects while a presenter for the options in retirement will be announced shortly.