Seminar, Stepping Back Successfully, Morrinsville, Waikato

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Have you made a plan for transitioning off your dairy farm?

Many people put off succession planning because they think it is too difficult or feel anxious about the future. This informative and interactive day will start you on the path to creating a succession plan that will work for you and your family.

Description

Planning – start early and get it right

Brett Robinson, Rural Coach, will take you through when and how to start your succession journey, thinking about your goals and values, and who can support you to make the right decisions for your family and business.

Structuring your farm business to thrive

Anna Bennett, accountant, CooperAitken, and Jacqui Owen, Jacqui Owen Legal, have years of experience supporting farmers to achieve successful succession planning outcomes. They will talk about how to structure your farm business to make sure it stays in good heart during the transition to new ownership. They will also share successful succession planning examples from their clients.

Investing to meet your goals

Mike Johnson and Laura Flynn, investment advisors, Craigs Investment Partners, have helped many farmers to invest wisely. They will talk about investment options and how you can invest to support a comfortable retirement and achieve your retirement goals.

Real-life stories

Hear about real-life succession journeys from local farmers. What challenges did they encounter and how did they overcome them? What business structures did they investigate and which one did they implement? Who did they involve in the process and how did they include the key stakeholders in their business?


EVENT DETAILS

Date: June 26th

Start time: 9:45 a.m.

End time: 1:00 p.m.

Venue: Morrinsville Sports Club, Campbell Park, Thames St, Morrinsville

Any queries, please email: contact.smashnz@gmail.com


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Event Details

Date: June 26, 2025

Start time: 09:45 a.m.

End time: 01:00 p.m.

Venue: Morrinsville Sports Club, Campbell Park, Thames St, Morrinsville

Email: contact.smashnz@gmail.com