WEBINAR: 2024 Outlook: A Turning Point

2024 Outlook: A Turning Point

The markets are expected to shift towards a more familiar state by 2024, with decreasing inflation, stabilized interest rates, and a slower growth environment. However, challenges and surprises may still arise, making it crucial to have a solid plan and sound advice to achieve your long-term financial goals. LPL Research’s Outlook 2024: A Turning Point offers valuable insights and analysis on next year’s opportunities, challenges, and potential surprises.

Mike Rogers and the 360 team uncover research on the economy, stocks, bonds, and policy through LPL Research’s economic and market forecasts for 2024.

Looking for more information? Contact us at [email protected] 

Download Your FREE Copy of Our Minnesota Estate Planning Checklist

    The Professionals associated with 360 Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through 360 Financial, a registered investment advisor; or (2) solely tax professionals of Rapacki & Co., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Rapacki & Co. DBA 360 Financial Tax Strategies. Rapacki & Co. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.

    All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

    WEBINAR: Changing Residency from Minnesota

    November 28, 2023 at 1:00 CST

    Lakes and Snow to Beaches and a Sunny Glow: Changing Residency from Minnesota

    Mike Rogers, Joe Rapacki CPA, and the 360 team review the key things to consider when determining a retirement move from Minnesota to another State.

    Key factors to consider and will be covered in the webinar are tax policies (state income tax and exemptions for retirement income), the cost of living, healthcare availability, climate preferences, recreational opportunities, senior-friendly communities, Social Security benefits, estate planning, long-term care options, housing choices, and the impact on social and family ties. Thorough research and financial planning, including consulting a financial advisor, are crucial for a successful retirement transition to another state.

     

    Downloads from the presentation:

    Income Tax Fact Sheet: Residency
    Income Tax Fact Sheet: Part-Year Residency

     

    Looking for more information? Contact us at [email protected] 

    Download Your FREE Copy of Our Minnesota Estate Planning Checklist

      The Professionals associated with 360 Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through 360 Financial, a registered investment advisor; or (2) solely tax professionals of Rapacki & Co., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Rapacki & Co. DBA 360 Financial Tax Strategies. Rapacki & Co. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.

      All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

      WEBINAR: Tax Planning: Building Financial Well-being in 2023 and Beyond

      October 19, 2023 at 1:30 CST

      Tax Planning: Building Financial Well-being in 2023 and Beyond

      As 2023 is nearing the end, so are your opportunities for year-end tax strategies. Join us for an insightful webinar:Tax Planning: Building Financial Well-being in 2023 and Beyond

      Mike Rogers, Joe Rapacki, CPA, and the 360 team dive into the critical role of tax planning in achieving financial well-being. They review current and projected income, optimize timing, and adhere to tax laws. Various topics, such as tax-planning strategies, harvesting tax losses, Roth IRA conversions, charitable contributions, gift tax exemption utilization, maximizing retirement account contributions, HSA contributions, trust planning, and more, are explored in detail.

      The presentation also provides insights into 2023 Income Tax Rate Schedules and their impact on tax planning across different financial aspects. It concludes by emphasizing the importance of staying informed about tax changes and working closely with financial advisors for a prosperous financial future tailored to the specific tax landscape 2023.

      Download the 2023 Year-end Tax Planning Checklist

      Watch the Tax Planning: Building Financial Well-being in 2023 and Beyond webinar. 

      All investing involves risk including loss of principal. No strategy assures success or protects against loss.
      The Professionals associated with 360 Financial may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through 360 Financial, a registered investment advisor; or (2) solely tax professionals of Rapacki & Co., and not affiliated with LPL Financial. Tax/accounting/CPA related services offered through Rapacki & Co. DBA 360 Financial Tax Strategies. Rapacki & Co. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting/CPA related services.
      Looking for more information?

      Download Your FREE Copy of Our Minnesota Estate Planning Checklist

        WEBINAR: Could You Be Earning More Than 5% on Your Cash?

        September 21, 2023 at 11:00 CST

        Could You Be Earning More Than 5% on Your Cash?

        Mike Rogers and team will explore the current interest rate landscape and discover how unconventional low-rate cash accounts can potentially be leveraged for higher returns. Our Wealth Managers discuss options with cash, offering strategies that aim to amplify their returns while balancing risk. Whether you’re a seasoned investor or new to wealth management, this webinar equips you with the tools to make informed decisions in today’s dynamic economic landscape, ensuring your financial goals are pursuable.

        All investing involves risk including loss of principal. No strategy assures success or protects against loss.

        Looking for more information?

        Download Your FREE Copy of Our Minnesota Estate Planning Checklist

          WEBINAR: Midyear Outlook 2023: The Path Toward Stability

          July 20th, 2023

          Midyear Outlook 2023: The Path Toward Stability

          Mike Rogers and Brian Bohnsack will deliver market insights on what we can expect in the economy, policy, stocks, and bonds for 2023.

          Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end.

          That’s not to say that 2023 hasn’t come with its own set of challenges. We saw two regional banks fail in rapid-fire succession in March—and another closed its doors in May. Collectively representing over $530 billion in assets, the trio ranks as the second, third, and fourth largest bank failures to date. We also held our breath as a last-minute deal to raise the debt limit came together as the clock ticked closer to default. Despite the market gyrations these events caused and a banking sector still on tenterhooks, the overall financial system seems stable.

          Looking for more information?

          Download Your FREE Copy of Our Minnesota Estate Planning Checklist

            WEBINAR: Getting Long-Term Care Planning Right

            April 20th, 2023

            Getting Long-Term Care Planning Right

            PROBLEM: When it comes to planning a safe and secure retirement, long-term care (LTC) remains a confusing and unaddressed challenge to many people’s financial security.

            SOLUTION: In order to feel safe and secure about your retirement plan, you need a custom approach—a “real plan”—for how you’ll pay for long-term care.

            Brian Bohnsack and Mike Rogers will cover what long-term care really is, how relying on Medicare and Medicaid is not a plan, historic problems with long-term care insurance, and new approaches to planning for long-term care for people at all stages of financial planning and health.

            Getting Long-Term Care Planning Right as they cover new approaches to planning for long-term care.

            Or download the LTC Planning Options Summary to help you get started today.

            Looking for more information?

            Download Your FREE Copy of Our Minnesota Estate Planning Checklist

              WEBINAR: Secure 2.0 Updates: Changes to Know for Retirement

              February 7, 2023

              Secure 2.0 Updates: Changes to Know for Retirement

              As part of the fiscal 2023 spending package, Congress passed SECURE 2.0 to incentivize retirement savings. These changes could create opportunities for your retirement savings strategy. We will do a brief overview highlighting the key changes you need to know about, including tax credits, required minimum distributions, catch-up and self-correction, contributions, and rollovers.

              Brian Bohnsack, Senior Vice President, and Mike Rogers, President of 360 Financial, will guide you through the changes and how they impact you and your retirement.

              Download the Key Takeaways

              As you watch, if you have any specific questions or concerns, please don’t hesitate to reach out to our team!

              Looking for more information?

              Download Your FREE Copy of Our Minnesota Estate Planning Checklist

                WEBINAR: 2023 Outlook: Finding Balance

                January 10, 2023

                Mike and Brian guide you through recognizing 2022 imbalances that had built in the economy and setting ourselves up for what comes next as the economy and markets find their way back to steadier ground—even if the adjustment period continues.

                As you watch, if you have any specific questions or concerns, please don’t hesitate to reach out to our team!

                Looking for more information?

                Download Your FREE Copy of Our Minnesota Estate Planning Checklist

                  WEBINAR: Retirement Planning for Business Owners

                  October 12, 2022

                  How do business owners plan for retirement? What is the best way to save for retirement when self-employed? As a sole proprietor, with employees, how do you develop an exit strategy or succession plan for your business? Mike Rogers, President of 360 Financial, will guide you through essential steps you should take as an entrepreneur to plan for retirement, save when self-employed, and develop an exit strategy for your business.

                   

                  As you watch, if you have any specific questions or concerns, please don’t hesitate to reach out to our team!

                  Looking for more information?

                  Download Your FREE Copy of Our Minnesota Estate Planning Checklist

                    Webinar: Leaving a Positive Legacy

                    August 29, 2022

                    Do you know what kind of legacy you want to leave? Estate planning isn’t about death. It’s about your happiness, your family’s happiness, and leaving a positive legacy. Mike Rogers, President and founder of 360 Financial, will uncover four estate planning secrets to help you understand the opportunity estate planning creates, the power of big picture planning, and your ability to leave a positive legacy.

                     

                    As you watch, if you have any specific questions or concerns, please don’t hesitate to reach out to our team!

                    Looking for more information?