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Planning and Managing Assets When Net Income Varies

January 15 @ 12:00 pm - 1:00 pm

Join us for a Lunch & Learn Series designed specifically for farmers and fishermen with variable net income by SEMAP, the Fishing Partnership, The Carrot Project, and GatherWealth Investment Management. 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.

If you wish to attend, you must RSVP to each workshop individually. Click here for more information.

Carrot’s Client Services Specialist, Jeff Cole, will lead “Asset Planning When You Have Variable Net Income” on the 15th, covering how to plan and manage your assets, including cash, when your income varies from year to year. Managing investments in equipment, infrastructure, land, employee benefits, personal health insurance, and retirement can be challenging, so we will explore practical strategies to navigate these complexities and provide insights to help you determine the right time to take your business to the next level.

The Carrot Project’s Asset Planning When You Have Variable Net Income is based upon work supported by USDA/NIFA and NERME under Award Number 2023-70027-40447.