Fritz and Nesbitt Financial

Happy Retirement Wishes to Fritz Steigmeier!

After a successful and noble career spanning over 40 years, as of April 1st Fritz has officially retired!

To ensure continued financial guidance and support to Fritz’s clients, effective April 1, 2024, Fritz Financial Planning will become part of Nesbitt Financial Strategies Inc., giving client’s access to an entire team of local, trustworthy professionals.

“Thank-you again for the trust and confidence you placed in me over the years. I wish happiness and prosperity to all of you in the future. Warm regards” - Fritz

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Stratford Farm Succession Planning Workshops

Stratford Farm Succession Planning Workshops

This insightful workshop is designed for families preparing for the next steps in their succession journey.

Nesbitt Financial Strategies Inc. invites you to attend a workshop that includes one on one time with an entire team dedicated to helping you and your farm family prepare for succession or sale. Join us for an interactive workshop tailored to your family’s unique needs, designed to guide you through the critical steps of succession planning.

Why families love our workshop format:

  • Personalized approach: No generic presentations:  this workshop delivers customized advice based on your family’s unique circumstances.
  • Local succession advisors: We have partnered with local, agricultural focused professionals to cover every aspect of succession planning, from accounting and business strategy to legal and financial considerations.
  • Private discussions: Sit down with advisors at your own table for confidential, in-depth conversations about your specific situation.

Who should attend:

Farm families at any stage of succession planning. For the best experience, we encourage participation from multiple generations to foster meaningful discussions and alignment.

Details

Date: Monday, March 24, 2025
Location: Best Western Plus The Arden Park Hotel, 552 Ontario St, Stratford, ON N5A 4S9
Morning session: 9:00 a.m. – 1:00 p.m. (Check-in starts at 8:45 a.m.)
Afternoon session: 12:30 – 4:30 p.m. (Check-in starts at 12:15 p.m.)
Cost: $100 per family (up to five members).
Lunch is included.

Take this opportunity to plan for your farm’s future with local succession guidance.



Space is very limited, register today!


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