Versluis details 3 reasons to take advantage of this free, educational opportunity.

Publish Date: February 19, 2024

As Your Hometown Bank, we believe in agriculture as the industry to keep our economy growing strong.  We’re proud to support our customers with educational opportunities to achieve their life-long goals and keep their operations moving.  As part of this effort, we invite you to attend our FREE ag and estate planning seminar, Seeds of Success, on March 27, 2024 at Heartland Acres Agribition Center in Independence, IA.

“Our team at Fidelity Bank & Trust is committed to providing timely and relevant information from top-notch industry professionals,” said Julie Versluis, Vice President and Trust Officer.  “Not only will attendees learn strategies to strengthen relationships in farm/business succession planning, but they will also receive market updates on the economy and will hear experiences from a local entrepreneur,” added Versluis.

Learn more as Versluis details 3 reasons to take advantage of this free, educational opportunity:

1. YOUR FARM’S FUTURE
   We know your farm isn’t just a business.  It’s a legacy.  Ensure it’s continued success and sustainability with a smooth transition of ownership/management from one generation to the next.
    
2. AVOID FAMILY CONFLICT
   Succession planning can be a difficult topic to discuss with your loved ones; however, proper planning can ensure everyone involved understands their roles and responsibilities.  It also allows you to pass on your valuable knowledge and skills to mentor the next generation. 
    
3. UNNECESSARY FINANCIAL BURDEN
   Identifying a succession plan can help with financial planning and tax implications, ensuring a smooth transfer of assets without unnecessary financial burdens. 

Click here to view additional details including the agenda, topics, speakers, and submit your RSVP to the Seeds of Success seminar by March 15th.