This event is in the past.
Join us on Tuesday, October 16, for lunch, CWA camaraderie, a little bit of business, and an informative speaker.
Matthew Roberson, CFP (Certified Financial Planner), CBEC (Certified Business Exit Consultant), will be joining us for a very interesting session about planning for your future, and the future of your farm, ranch, and land.
Farmers and Ranchers are uniquely tied to their land. At times the land provides much bounty, other times it seems like a labor of love. Recently, Conservation Easements have been utilized as a tool to both preserve the land in its current state/use AND provide needed cash/tax relief. Landowners have many choices on how to mix and match both benefits and restrictions that these financial tools offer. Come learn about the tens of millions of dollars and additional benefits available to Landowners who have an interest in continuing their multigenerational Farming and Ranching lifestyles.
Matthew is based in Los Gatos, and works with Lincoln Financial Group. Attempting to break some of the traditional stereotypes associated with finance types, Matt enjoys sports, the outdoors, flying, and going on walks with his two dogs. This is sure to be an informative meeting!