The Halftime Report: The Pivot Points That Matter | 360 Financial Webinar
- Mike Rogers
- 18 hours ago
- 3 min read
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.
Thursday July 23, 2026 | 1:00 PM Central | Live Webinar
WHY ATTEND:
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
Session Agenda:
60 Minutes. No Filler.
A tightly structured 60-minute session, built around your questions, not just the headlines. We keep it jargon-free, focused, and interactive, with a live Q&A to address what matters most to families, professionals, executives, and business owners.
0:00 – 5:00 Welcome & Setting the StageWhy the halftime moment matters and how to use the next 55 minutes to gain genuine clarity on your financial plan for the second half. | 5:00 – 18:00 First-Half Economy ScorecardGDP, inflation, Fed actions, and the 10-year Treasury first-half actuals vs. January forecasts and what it sets up for the second half. | 18:00 – 33:00 Stocks & the Midterm Cycle4th-year bull market dynamics, midterm-year volatility patterns, and the Bull vs. Bear audience debate. |
33:00 – 45:00 Bonds, Alts & the Income PlayWhere the second-half opportunity is hiding for yield-seekers, and the transition from equities to fixed income. | 45:00 – 55:00 Portfolio Stress TestA live walkthrough of two second-half scenarios applied to a real portfolio so you can see how different strategies hold up before the second half unfolds. | 55:00 – 60:00 Live Q&ASubmit your questions during the session, our advisors answer live before we close. |
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.
Will Grant
CFP®, CPWA®, Senior Wealth Manager As a Certified Financial Planner™ and Certified Private Wealth Advisor®, Will helps clients create their ideal life through values-based financial planning. His process is designed to pursue each client’s objective, whether it’s preparing for retirement, ensuring smooth business succession, funding for education, implementing wealth transfer strategies, and navigating other impactful financial events.
Michael Urch
CFP®, Senior Wealth Manager
As a Certified Financial Planner™, Michael advises his clients on insurance planning, investment planning, retirement income planning, tax planning, and estate planning. Prior to joining 360, he spent nine years honing his skills first at a Fortune 100 Financial Services Company and then at independent, planning-centric firms.
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.
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.
