Attend this three-day retreat to begin building your succession and estate plan with the support of family business, tax and legal experts – all in one place! Your family will learn from leading experts who have decades of experience and lessons learned to help you understand the right questions to ask, make informed decisions and have productive, constructive conversations.
All family members affected by ownership or management transition should attend to assure outcomes are inclusive, positive, business-smart and family-friendly.
This event is open only to existing AgWest Farm Credit customers. Contact bmc@agwestfc.com with questions.
Program starts at 1 p.m. on Monday, March 8
Program concludes at 11:30 a.m. on Wednesday, March 10
Full agenda coming soon!
Featured Sessions
Family Business Basics
Lessons learned working with families for over 20 years
Communication and Conflict
Understand different styles and strengthen communication
Succession Planning Process and Steps
Start building your plan together
Estate Planning Best Practices
Legal and accounting perspectives
Learning from Each Other
Meet others facing similar opportunities and challenges
Venue Information
Following a $40 million transformation in 2024, The Scottsdale Resort & Spa – a Curio Collection by Hilton– emerges as one of Scottsdale's most deluxe resort retreats. This full-scale renovation includes all guestrooms, public spaces, and the debut of four distinct dining venues, blending historic charm with modern sophistication. Guests can enjoy Sonoran-inspired cuisine in La Fogata, The Madam Speakeasy, Barnaby's Café & Wine Bar, and The Social Boardroom with interactive games. The upgraded fitness center and revitalized Luna Spa round out the experience with tranquility and rejuvenation. Our pool is heated year-round making it perfect for any occasion and poolside drinks from Twisted Vines. For larger groups, the new Stillman Villas offer two-story accommodations for up to 14 guests with a secluded pool, upscale amenities, and sweeping golf course views.
Attendees are responsible for booking and paying for their own room. Please stay on the confirmation screen once you submit your registration for instructions on booking your room.

Questions? Contact us at bmc@agwestfc.com
