Agenda

*Please note that some sessions will not be available for webinar participants.

**Agenda is tentative and subject to slight change.

7:30 AM Registration Opens

8:30 AM Welcome

8:35 AM Estate and Succession Planning Fundamentals

Kristiana Coutu & Kristine Tidgren – Center for Agricultural Law & Taxation

9:45 AM Break

10:00 AM Transition Planning and the Importance of Financial Statements

Ann Johanns & Tim Christensen – Iowa State Extension & Outreach

11:00 AM Putting Action into Your Succession Plan

Kiley Fleming – Iowa Mediation Service

12:00 Lunch

1:00 PM Beginning Farmer Loans and Tax Credits

Nicki Howell & Tammy Nebola – Iowa Finance Authority

Brian Gossling – Farm Service Agency

2:00 PM Break

2:15 PM Reframing Retirement

Kiley Fleming – Iowa Mediation Service

3:15 PM Networking Break

3:45 PM 2025 Ag Market Outlook

Chad Hart – Professor in the Iowa State University Department of Economics

4:30 PM Program Concludes

5:30 PM Optional Tour

8:30 AM Welcome

8:35 AM Trusts & Business Entity Use in Farm Transition Planning

Kristiana Coutu & Kristine Tidgren – Beginning Farmer Center & the Center for Agricultural Law & Taxation

10:00 AM Planning for the Unexpected: Essential and Strategic Use of Insurance

Patrick Hatting – Iowa State University Extension and Outreach

11:00 AM Federal Tax Considerations during Transition Planning

Kristiana Coutu & Kristine Tidgren – Beginning Farmer Center & the Center for Agricultural Law & Taxation

12:00 PM Lunch

1:00 PM Aspiring and Beginning Farmer Considerations

Kristiana Coutu – ISU Beginning Farmer Center

1:45 PM Break

2:00 PM Alternate Income Streams

TBD

2:45 PM Ask the Experts! Q & A Panel

TBD

3:15 PM From the Farm: Lessons on growth, diversification, and family business

Tom Halat – Toms Farm Market & Greenhouse

Mitchell Halat – Center for Agricultural Law & Taxation

4:30 PM Program Concludes