Webinar Schedule and Participant Guide

Webinar Dates

Tues Jan 10, 2023, 7-8:30pm Eastern, and each Tues after that until the final webinar on Tues Feb 14, 2023. Please mark these dates and times in your calendar! If you miss the live webinars, the recordings will be posted in Teachable within a few days after the live session.

To access the webinars, you will simply need to click on the webinar join link that is posted in each week of the course. This link only works on the appointed day and time for that webinar, so while you can try clicking it sooner, it won't open the webinar meeting for you. You may also join our webinars from a mobile device by installing the Zoom app. Then, along with the webinar join link each week, we'll post the meeting ID. This is a 9-digit number you would need to enter in your Zoom app to join the live session with us.

Weekly Topics

Week 1: Overview 

Topics covered: Course expectations, student introductions, intro to the Holistic Financial Planning process, work on creating an individual Farm/Family Goal.

Week 2: Assessing the past 

Topics covered: Assessing last year’s progress and identifying logjams, adverse factors, & financial weak links, understanding the utility of brainstorming, test potential courses of action toward your Farm/Family Goal.

Week 3: Income and Profit 

Topics covered: How to plan income & profit, completing a balance sheet, determining net worth.

Week 4: Plan and Prioritize 

Topics covered: Understanding how to plan, prioritize & cut expenses in your farm enterprise

Week 5: Balancing and cash flow 

Topics covered: Understanding how to balance a plan, do a cash flow analysis & the value of post-plan Net Worth as an indicator of your progress over time.

Week 6: Wrap-up 

Topics covered: Reviewing any remaining unclear concepts/procedures in a Q&A. Reviewing completed or in-progress plans. Learning a monitoring protocol. Open-Participant Topic discussion. Future training opportunities and other next steps.

Webinar Participants' Guide

Zoom Participant’s Guide.pdf
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