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Estate & Succession Planning Course

COURSE AGENDA

I. Estate Planning – Catholic Rural Life

Time: Jun 24, 2021, 8:00 AM Pacific


Zoom Meeting Information

Join Zoom Meeting : https://zoom.us/j/96868082595?pwd=cmtUWUhxNmVxOWhwU3BES1RXZzdGQT09

Meeting ID : 968 6808 2595

Passcode : 639578

Resources

II. Ownership Transition & Leadership Structure – Catholic Rural Life

Time : Jul 22, 2021, 8:00 AM Pacific


Zoom Meeting Information

Join Zoom Meeting : https://zoom.us/j/96790522212?pwd=UENJeG5jV2hkMndvSjZDR0ZUZ3lOQT0

Meeting ID : 967 9052 2212 

Passcode : 496434

Resources

III.     Financial Security– Catholic Rural Life

Time : Aug 26, 2021, 8:00 AM Pacific


Zoom Meeting Information

Join Zoom Meeting : https://zoom.us/j/93338350171?pwd=Vks2UjN3bE80MmVOTUlJSmx1Z2hyQT09

Meeting ID : 933 3835 0171

Passcode : 040438

Resources

Schedule a Consultation With Kevin

Wealth Manager and Succession Planning Specialist

Kevin Spafford, CERTIFIED FINANCIAL PLANNER™, helps farmers and family business owners plan for succession. Kevin’s planning process is designed to enhance the family’s financial security, create a smooth ownership transition, and mitigate the tax consequences.

As the architect of the award-winning* Farm Journal Legacy Project, Kevin affected consumer behavior and improved the way family business owners engage in the succession planning process. Through the Project, Kevin has:

  • Published more than 300 columns in Agriculture’s leading magazines.
  • Facilitated workshops for thousands of farm and ranch families across the U.S.
  • Written multiple workbooks and created several client planning tools.
  • Produced weekly eNewsletters for subscribers across the country.
  • And, hosted five seasons of ‘Leave a Legacy’ TV.

Before the publication of his book Legacy by Design: Succession Planning for Agribusiness Owners (Marketplace Books®) in 2006, Kevin founded Legacy by Design, a succession and financial planning firm dedicated exclusively to serving the succession planning needs of farmers and agribusiness owners.

Today, Kevin works with client family business owners across Washington and California from his offices at Ryan Wealth Management in Spokane and Yuba City.

Among a series of professional designations and licenses, Kevin is a CERTIFIED FINANCIAL PLANNER™, and he’s earned a Bachelor of Science in Agricultural Management with a concentration in Business, from California Polytechnic State University, San Luis Obispo, CA.

On a personal note, Kevin enjoys flying, fishing, hunting, and camping. He and his wife, Anne-Marie, have been married 39 years. They are proud parents of their son Drew and his wife Dana and their daughter Sara and her husband, Michael. In October 2020, they welcomed their second grandchild. They live in Durham, CA.

* In 2011, the Farm Journal Legacy Project was awarded the Grand Neal Award considered one of the most prestigious editorial honors in the field of specialized journalism.

Contact info: Legacy by Design, LLC at Ryan Wealth Management

Email : Kevin@Legacy-by-Design.com

1212 N. Washington St, Suite 320
Spokane, WA 99201
(509) 624-5929

463 Century Park Drive
Yuba City, CA 95991
(530) 671-2100