Webinar Schedule and Participant Guide
Webinar Dates
Live instruction for 2025 has concluded. You are welcome to complete this course on a self-paced schedule and join our next live session in Winter 2026. All webinars are recorded and posted here in your online classroom to watch anytime. Once enrolled in this course, you will retain access to all materials indefinitely and may return to participate in future live offerings of the course as well. Please join us!
To access the webinars during our next live session, you will simply need to click on the webinar join link that is posted in the Weekly Resources section of this course. This link only works on the appointed day and time for the 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 official Zoom app from your preferred app store. Then, when it's time for a webinar, simply open your Zoom app and enter the 9-digit meeting ID that will be posted along with the webinar link.
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.