Replay’s and Online Courses

Season 6 Coffee Row Webinar Replay’s

Online Courses

  • Farm Succession Planning Course

    Build a clear, workable plan to transition your farm with confidence.

    The Farm Succesion Planning Course is a practical, step-by-step course guides Canadian farm families through the entire succession journey—from clarifying goals and roles to aligning retirement, estate, tax, and legal considerations. Learn how to involve the right people, avoid costly mistakes, and keep the farm both viable and in the family. With expert-led lessons, real-world examples, and a complete worksheet toolkit, you’ll turn conversations into a documented plan your whole family understands.

    What’s inside the worksheet toolkit:

    Worksheet 1: The Foundation of Your Succession Plan — clarify vision, values, stakeholders, and timelines

    Worksheet 2: Succession, Retirement, and Estate Goals — define distinct goals and how they interconnect

    Worksheet 3: Avoiding Common Mistakes — identify pitfalls and set corrective actions

    Worksheet 4: Three-Phase Succession Map — plan discovery, design, and implementation steps

    Worksheet 5: Family Dynamics & Communication — set meeting cadence, decision rules, and conflict pathways

    Worksheet 6: Financial & Tax Checklist — capture assets, cash flow needs, LCGE eligibility, and planning priorities

    Worksheet 7: Legal Planning Checklist — inventory documents, agreements, ownership, and next steps with advisors

    Ideal for retiring farmers, successors, and non-farming children who want a fair, sustainable transition and a lasting legacy.

    Click Here to purchase the course

  • Tax Tools of Farm Succession Planning

    *Coming Soon

  • Build Your Farm Advisory Team: Selection Criteria and First-Meeting Plan

    *Coming Soon

Call Us Book Now