By Dori Modney (@Dori_Modney on Twitter)

Farm succession planning seminars planned for Southern Alberta

Jan 22, 2017 | 10:58 PM

LETHBRIDGE —  It isn’t an easy discussion for many families to have but, if you own a farm and re nearing retirement, succession planning is critical.

In an effort to reduce conflict, costs and misunderstandings, having a plan will enable a smoother transition from one generation to the next.

To help with that process, a group of experts in law, tax and financial planning will hold seminars in Taber, Pincher Creek, Nanton and Lethbridge, between February first and the eighth.   

The seminars will include advice from a lawyer, a tax specialist and financial advisor who can help attendees develop a strategy for their personal situation, with a complete overview of options relating to real life scenarios.

The Seminars will be presented by:
Stephen C. Mogdan and R. Travis Bissett, Lawyers, Stringam LLP
Rebecca Sanford, CPA, CA, Tax Manager, KPMG Enterprise
Don Strankman, Master Financial Planner, Wealth and Succession Planning

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Seminar Dates and Locations:

Pincher Creek:  Wednesday, February 1,  10:00AM – 12:00PM.  Location: Lebel Mansion, 696 Kettles St

Taber: Thursday, February 2, 1:00PM – 3:00PM. Location: Taber Library, Program Room, 5415 50 Ave

Nanton: Friday, February 3, 10:00AM – 12:00PM. Location: Nanton Community Memorial Centre, 2204 18th S

Lethbridge:  Wednesday, February 8, 10:00AM – 12:00PM.  Location:  Anton’s Ballroom, 320 Scenic Dr S

For more information contact the Stringam law office or call Justine Peters at 403-328-5577.