top of page

The Halftime Report: The Pivot Points That Matter | 360 Financial Webinar

  • Writer: Mike Rogers
    Mike Rogers
  • Jun 23
  • 2 min read

Updated: Jul 24

360 Financial's Mid-Year Outlook: a live, interactive briefing built to turn market noise into clarity for your financial situation in the second half of 2026.


You deserve more than headlines. You deserve clarity.


When the market shifts, more data isn't what you need, clarity is. Done well, a halftime conversation invites you to assess your plan with confidence and discipline, adjusting only when it truly aligns with your goals.


That's what this session is built around: turning market noise into a clear, grounded view of what the second half of 2026 means for your financial situation, not just the market in general.


You'll Walk Away With:


A clear picture of how the first half of 2026 played out vs. what was forecast — and what it means for you

A grounded view on equities, whether to stay invested, rebalance, or wait

Where the income opportunity is in the second half, in plain terms

Confidence in your next step, whether you choose to make a move or hold steady


360 Financial Advisor Panel



Mike Rogers

AIF®, President and Founder Mike Rogers is the President and founder of Wayzata-based 360 Financial. Prior to establishing the firm in 1995, he spent seven years building a solid financial base with two of the nation’s largest investment firms. As a fiduciary, he utilizes his 30+ years of experience to orchestrate and implement customized strategies tailored to address the issues and concerns of qualified retirement plan trustees, high-level professionals, and thriving business owners.



Brian Bohnsack

AIF®, Senior Vice President Brian is a Managing Principal of Elk River Office and a wealth advisor. Brian attained a bachelor’s degree in accounting, earned his FINRA series 7 and 66 securities registrations through LPL Financial, and carries life and health insurance licenses. Brian has a wide range of experience in financial services, accounting, and management. He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial



Mitch Zweber

Senior Wealth Manager

Mitch is a financial professional focusing on portfolio management, retirement planning, estate planning, and goal funding.

His approach to financial planning is holistic, addressing each client's needs, goals, and aspirations to build an individualized plan to pursue financial success. He believes in educating clients to empower them to make confident financial decisions.



360 Financial · Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.


This webinar is for educational and informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Please consult with your financial advisor before making investment decisions.



Speak with a fiduciary advisor


About 360 Financial


360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners. As fiduciaries, 360 Financial’s advisors provide services to business owners, entrepreneurs, and professionals. We help investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning. 


Headquartered in Minnesota, we serve investors across the US with online and in-person wealth management and financial planning services.







GET THE ESTATE PLANNING CHECKLIST

 Top 11 Estate Planning Mistakes to Avoid + Simple Guide & Checklist

BestInStateWealthAdvisors__Color.png

360 Financial

360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners.

 

Founded by Mike Rogers, AIF®, 360 helps investors with sudden wealth, retirement planning, tax planning, estate planning, and business financial planning. 

Case Studies

bottom of page