Preparing for the Future – Transition Planning with Libro Credit Union

Are you preparing to pass on crucial leadership roles within your farm? Or planning to transfer your personal wealth to a loved one? Succession and estate planning can be challenging and complex, but you don’t have to do it alone. Phil Boglevsky, Wealth Planner at Libro Credit Union, and some of our local Account Managers will be discussing many of the steps to take to ensure a smooth and seamless transition. They will be sharing real life examples and succession planning success stories. If you are at this stage or wanting to get prepared for when you are, you aren’t going to want to miss this!