Appleton | Annex Wealth Management

Saving the Family Farm

Tuesday, February 10, 2026 · 6:00 p.m. ·  1 hour 30 minutes

Bubolz Nature Preserve - Blue Heron Hall

4815 N Lynndale Dr.

Appleton WI 54913

*Food and drinks provided at event

It’s been in your family for generations. Today, your family must face the fact that the family’s farm can’t continue like it once did.

Whether its rising expenses, shrinking generational willingness, or a growing number of potential buyers, you and your family may be facing pressure and questions from many directions.

When it comes to a property that has been in the family, emotions can run high. But some concerns are avoidable with proper planning. If you’re considering a family farm transaction but unsure where to start, or if you’re moving ahead with a sale and have questions about prioritizing details, join us as we discuss the realities and decisions you’ll face – and the potential for a smooth transition.

Presenters

Deanne Phillips, CFP®, CDFA®, ABFP℠, Managing Director of Client & Community Engagement

Brian Lamborne, JD, LLM, Senior Wealth Strategist

Saving the Family Farm