As a farmer, unpredictable income cycles and changing markets can make financial planning a challenge. Join Sean Reilly, Certified Financial Planner (CFP) with GatherWealth Investment Management, for a workshop tailored to your needs. Learn how a CFP can complement your team, explore retirement savings options like Roth IRAs, SEPs, and 401(k)s, and discover strategies for setting financial goals, optimizing cash flow, and minimizing tax burdens and planning for estate taxes. Whether you’re just starting or refining your plan, this session offers practical tools to secure your financial future.

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Managing and growing wealth can be challenging for any business, but farmers and fishermen face unique hurdles like seasonal and year-to year income variability. Unpredictable factors, such as weather, can impact crop yields, fishing conditions, and sales at outdoor markets or farm stands. Finding financial professionals who understand these challenges can be difficult, making it harder to build resilient agricultural businesses, plan for retirement, and prioritize health and well-being for owners and employees.

Join us for a January Lunch & Learn series designed specifically for farmers and fishermen with variable net income. This series will focus on making informed financial decisions around healthcare, tax and retirement strategies, estate tax planning, self-employment taxes, and managing cash flow to support wealth building and sustainable business growth.

These free, virtual workshops are open to all and are 12-1pm on Wednesday January 8, 15 and 22.