Estate and retirement planning can be complex topics as they have several long-term and short-term considerations. Yet the topic is essential for farmers and impacts not only their retirement, but also passing the farm to successors. This program is sponsored by a Northeast Risk Management Grant and is an offshoot of the nationally renowned Annie’s Project. To break things down into digestible pieces, we are offering two web-based sessions from 6-7:30 pm on March 14 and 16. We will then add additional content and focus on synthesizing this information into an estate action plan at an in-person session in Keene, NH on March 18. Participants will leave with an estate action plan that they can begin to methodically move forward with. Tuesday, March 14, 2023 | 6:00 pm - 7:30 PM | Zoom | Laura Townes, Financial Advisor, CRPC, Presenter Time Matters - A Woman's Retirement Outlook Healthcare and Your Retirement Thursday, March 16, 2023 | 6:00 pm - 7:30 PM | Zoom | Heidi C. Hebert, LUTCF, NSSA, Presenter Social Security: Then and Now Your Benefits When to File Filing Strategies, Spousal & Survivor Benefits, Special Situations Taxes Saturday, March 18, 2023 | 10:-- AM - 3:00 PM | Hannah Grimes Center, 25 Roxbury St, Keene, NH Longevity and the New Journey of Retirement Forces Shaping Retirement Today Different States People Experience on the Retirement Journey Various Paths Followed by Retirees Ways You Can Thrive in Retirement Laura Townes will be accompanied by Seth Wilner and Jesse Wright to help participants craft an estate/retirement action plan. Lunch will be provided. NOTE: If you are interested but unable to attend the in-person event on Saturday, you still may register and attend the Zoom events on Tuesday and Thursday.

How To Register: Register at https://learnforlife.unh.edu/portal/events/reg/participantTypeSelection.do?method=load&entityId=316103938 or call Sherrie at sherrie.fontaine@unh.edu, 603-863-9200

Topics: Asset Protection, Business Structure, Heirs' Property & Fractionated Land, Estate Taxes & Estate Planning, Farm Tax Issues & Tax Planning