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Managing for Today and Tomorrow

Managing for Today and Tomorrow. Roger Betz Michigan State University Extension. Beta Test - Michigan. Jan Feb 2012 One night per week Added additional night for total of 5 snow date that we didn’t use Dinner 5:30 pm Program 6:00 pm Done by 9:00 pm 10 People. Thoughts/Observations.

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Managing for Today and Tomorrow

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  1. Managing for Today and Tomorrow Roger Betz Michigan State University Extension

  2. Beta Test - Michigan • Jan Feb 2012 • One night per week • Added additional night for total of 5 • snow date that we didn’t use • Dinner 5:30 pm • Program 6:00 pm • Done by 9:00 pm • 10 People

  3. Thoughts/Observations • Hard to get people to commit but max of 20 • Always problems of a few people missing sessions – catch up • Allow/encourage time for interaction – critical • Exercises, breaks, open discussion, questions • Make room comfortable for conversation • Do not use “class room” style • Round tables with 4-5 per table

  4. Need to have Mix of Presenters(at least two per night, women preferred) • Extension Educators • Local Estate Planning Attorney - • Local Bank Trust officer - Trust • Life Insurance Agent – Caution • Probate Judge- usually very good - Probate • Investment Agents – Merrill Lynch -retirement • Local Loan officer

  5. Need to Adapt to your State • Probate is state law and different in each state • Probate Judge • Ask Local Attorney to review materials, terminology and then present some material one or maybe two nights. • Adjust the materials as needed

  6. Comments • Very good program • Warren Schauer - This summer 1 session • Planning for this fall and winter 3 sessions • Work with Farm Bureau Young Farmer Program • Important for one Extension person to attend all sessions - continuity issue • Ties into “The Legacy Project” • Husbands/men last session?????? • My bias is no

  7. Roger Betz Sr. Dist. Extension Farm Management 315 West Green Street Marshall MI 49068 WEB PAGE: http://firm.msue.msu.edu/ Email: betz@msu.edu Cell Phone 517 230 0110

  8. Managing for Today and Tomorrow in North Dakota Lori Scharmer North Dakota State University Extension Service

  9. North Dakota • Annie’s Project • Offered 7 years, 71 sites, 966 participants • Single Gender

  10. North Dakota • Farm/Ranch Transition Planning • Offered 4 years, 57 sites, 996 participants • Couples and multi generation families

  11. North Dakota • Managing for Today and Tomorrow • Offered 1 year, 2 sites, 14 participants • Single Gender

  12. North Dakota The Future • Design Your Succession Plan (New) • Couples and multi generation families • Define the process and terms • Communication with family • Conversation starters • Talking about the tough issues • Choosing and working with professionals

  13. Lori Scharmer, Interim Family Economics Specialist NDSU Extension Service p: 701.857.7682 / f: 701.857.7676/ m:701.833.6064 lori.scharmer@ndsu.edu

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