Year-End Tax Planning Webinar 2024.
As 2024 approaches, it's time to take control of your financial future and work towards making the most of your tax strategies. That’s why we’re inviting you to join our Year-End Tax Planning Webinar: "Building Financial Well-Being in 2024 and Beyond."
This is a chance to:
Learn actionable strategies to boost your tax efficiency.
Get professional insights into how tax changes may affect you.
Ask your most pressing tax questions and get personalized answers.
Whether you’re a business owner, a high-level professional, or nearing retirement, this webinar offers valuable insights tailored to your needs.
Our panel has all four pillars of wealth covered with our professionals in tax strategies, assets, investments, retirement, and risk management:
Mike Rogers, AIF® – President of 360 Financial, with 30+ years of experience
Joe Rapacki, Jr. CPA, PFS, MST – CPA and founder of Rapacki + Co.
Brian Bohnsack, AIF® – Senior VP of 360 Financial, risk management specialist
Will Grant, CFP®, CPWA® – Wealth Manager at 360 Financial
Webinar Presenter Bios
Mike Rogers, AIF®, Founder of 360 Financial
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.
Joe Rapacki, Jr. CPA, PFS, MST, Founder of Rapacki + Co.
The founder of Rapacki, Joseph L. Rapacki Jr., has a strong interest in taxation issues. He brings to the table a deep understanding of the intricacies and changing nature of the financial scene. Joe has a Master’s Degree in Taxation and a Master’s Degree in Professional Accounting from the University of Hartford. He is licensed as a Certified Public Accountant by the Board of Accountancy in Minnesota, Massachusetts, and North Dakota.
Brian Bohnsack, AIF®, Senior Vice President
Brian is the 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 planning and investing.
Will Grant, CFP®, CPWA®, Wealth Manager
As a Certified Financial Planner™ and Certified Private Wealth Advisor®, Will helps clients create their ideal life through values-based financial planning. Prior to joining 360, he spent seven years serving hundreds of clients at a boutique RIA focused on healthcare executives with equity compensation and then at a large, independent RIA. He earned a Bachelor of Science degree in Finance from Miami University and holds his Series 7 and 63 licenses through LPL Financial and his 65 license through 360 Financial.
Joe Rapacki of Rapacki + Co. is not affiliated with or endorsed by LPL Financial or 360 Financial Inc.
Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial.
Other Articles and Guides
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.
