Shoebox to Strategy: Organizing Your Farm’s Legacy

Every farm knows it should organize essential
documents and financial information, but the
task is easy to delay. This online workshop series
from UW–Madison Extension helps you finally get
it done.

By gathering and organizing your farm’s vital
records, you’ll be better prepared for meetings
with attorneys, accountants, and transition
planning professionals, saving you time, money,
and stress.

The series combines guided virtual instruction,
open office hours, and one in-person workshop to
help you move from “I need to do this someday”
to “It’s finally done.”

Registration Information

This virtual training is limited to 20 farms to ensure a positive learning experience. There will be homework assignments between the live Zoom sessions.

Registration deadline is Thursday, November 12, 2026. Register soon!


WHEN: (Central Time)

Friday, Nov. 13, 2026 from 12-1:30pm
Friday, Jan. 8, 2027 from 12-1:30pm
Friday, Jan. 22, 2027 from 12-1:30pm
Friday, Feb. 5, 2027 from 12-1:30pm

Optional Follow-up Virtual Sessions:

Friday, Feb. 19, 2027 from 12-1:30pm
Friday, Mar. 5, 2027 from 12-1:30pm

Cost:

$250/farm. This allows up to two
people from each farm to participate.

FOR MORE INFORMATION: contact Joy Kirkpatrick, Farm Succession Outreach Specialist, joy.kirkpatrick@wisc.edu, 608.263.3485