Professional Services 2023

Nov 09, 2022 by Robin Moll in
Session Group Content
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It Takes A Plan To Build A Legacy And An Estate Plan To Protect It

Presented by: Kevin Bearley, Principal, Pinion

The most common regret we see with farm families is not having a comprehensive estate and next gen plan when it’s time to pass the business on to family or transition to new ownership. It’s crucial that you make sure your planning fits with your desires and dovetails in with current and future situations that arise. Pinion estate plan advisor Kevin Bearley will provide an overview of the process, and the benefits of creating a plan that extends beyond having a will and/or living trust.

Turn Your Numbers Into Strategic Business Power

Presented by: Alan Grafton, Principal, Pinion

With the amount of factors limiting farm productivity today, it’s important to hone in on areas for improvement. Pinion agribusiness advisor, Alan Grafton, will discuss steps you can take to evaluate and manage your farm operation profitability to increase your margins and protect your legacy. Learn the recipe for creating true profitability and making valuable decisions.