OSU Extension in Ross County is offering a seminar titled “Transition, Estate, and Retirement Planning” on Wednesday, July 31st.
The workshop will be held at the Ross County Service Center in Chillicothe from 10am to 3pm.
Registration is required, and the fee for the program is $15 per family to help defray the cost of program handouts - but meal and breaks are sponsored by Farm Credit Services of Mid-America.
Payment to "OSU Extension, Ross County" is needed by the 24th. Learn more from the Ross County Extension office at 740 / 702-3200.
Featured speakers include
- Chris Bruynis, Assistant Professor, Ohio State University Extension;
- Russell Cunningham, Attorney at Barrett, Easterday, Cunningham and Eselgroth LLC;
- Cathy Dresbach, Financial Advisor at Edward Jones;
- and Richard K. Shirer of Park Avenue Securities, LLC.
These speakers will provide timely information helpful to families looking to: transition the business to the next generation, minimize estate taxes, and enjoy the golden years of retirement.
Topics include: improving family communication, strategies to treat farm and non-farm heirs equitably, proper use of trusts to manage estate transfers, long term care issues and their impact on farm assets, business structure alternatives to protect farm and personal assets, investment strategies and retirement income streams and security for elder years.