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  • Writer's pictureTroné Fossum

360 Financial Webinars 2023

Updated: Mar 22


2023 Webinars



WEBINAR: Retirement Planning for Business Owners


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!



 

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

Secure-2.0-Takeaways-360-Financial
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Download PDF • 296KB



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



Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.


 

WEBINAR: Secure 2.0 Updates: Changes to Know for Retirement


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.

LTC-Planning-Options_6133436_2122198-2
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Download PDF • 1.20MB


Looking for more information? Contact us at info@360financial.net 


 

WEBINAR: Midyear Outlook 2023: The Path Toward Stability


July 20th, 2023


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? Contact us at info@360financial.net


 

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? Contact us at info@360financial.net 


 

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


October 19, 2023 at 1:30 CST


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

360F_Print_TaxPlanning-101923
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Download PDF • 550KB


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? Contact us at info@360financial.net 


 

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

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Download PDF • 1.13MB

Income Tax Fact Sheet: Part-Year Residency

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Download PDF • 920KB

Looking for more information? Contact us at info@360financial.net 

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.



 

Enhancing Wealth and Tax Strategies: 360 Financial and Rapacki + Co. Join Forces


October 10, 2023


Two industry leaders, 360 Financial and Rapacki + Co., have forged a powerful partnership as of September 28, 2023. This collaboration is set to transform wealth planning and tax strategies for individuals.


Key Highlights:

  1. Streamlined Collaboration: Clients will enjoy seamless communication between the firms, simplifying processes and keeping clients informed.

  2. Experienced Team: A joint team of experts will devise optimal wealth planning strategies and maximize tax benefits.

  3. Tax Expertise: Skilled CPAs will ensure clients pay only what’s legally required while identifying additional tax-saving opportunities.

  4. Wealth Management: Knowledgeable professionals will guide clients in making informed investment decisions to grow their wealth efficiently.

  5. Personalized Plans: Tailored plans will maximize gains in a tax-efficient manner, recognizing clients’ hard work.


This partnership promises a revolutionary approach to wealth and tax management, offering clients convenience, expertise, and personalized solutions to achieve their financial goals.




For more information, visit:


PRESS-RELEASE-360-Financial-Rapacki-Co-1 (1)
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Download DOCX • 32KB


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.



 


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Schedule a Call


At 360 Financial, our clients come first. You deserve personalized attention. You’ll be happier and more confident in your financial future when you have an advisor who always puts your needs and best interest first. Schedule a 15-minute introductory call with a 360 financial advisor to see how we can help with your retirement, succession, tax, and estate planning.






This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.



 


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.

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