A workshop series to help farms organize important documents and financial information to be offered

A workshop series to help farms organize their important documents and financial information is being offered from the UW-Madison Division of Extension. The Shoebox to Strategy series will help farm families organize and analyze important documents and asset information for estate and legacy planning over a series of weeks. Joy Kirkpatrick is a farm succession planning outreach specialist with the UW-Madison Division of Extension.

The cost of the Shoebox to Strategy workshop series is $225 per farm and allows up to two people from each farm to participate.

The registration deadline is January 16th, which ensures participants will receive the materials in the mail before the first virtual session on Friday, January 30th. Virtual sessions will also be held on Fridays February 13th and 27th, with all virtual sessions occurring from noon to 1:30. The fourth and final session will be in-person on Friday, March 13th from 10:00 until 3:00 at the Phoenix Center in Richland Center. The Shoebox to Strategy workshop offered by the UW-Madison Division of Extension is limited to 20 farms.

You can learn more and find the registration link at go.wisc.edu/shoebox. If you have any questions, please contact Joy Kirkpatrick at [email protected] or by calling 608-263-3485.

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