Discover the Complexities of Estate Planning for Blended Families
Watch the second installment of our Estate Planning series, Cracking the Code: Navigating the Complexities of Estate Planning for Blended Families, it provides an overview of estate planning for blended families.
It will address the unique challenges and complexities involved, offering tips for navigating legal and financial considerations, utilizing trusts, and fostering communication and collaboration within the family. The session will also cover the role of an estate planning attorney and real-life scenarios and will include an interactive Q&A session for participants to seek clarification and engage in discussions.
Our panel has all four pillars of wealth covered with our professionals in estate planning, tax strategies, assets, investments, retirement, and risk management:
Andy Lehner – Attorney at Law specializing in Wills, Trusts, Guardianship, Conservatorship, & Probate
Joe Rapacki, Jr. CPA, PFS, MST – The founder of Rapacki + Co. firm, Joe, focuses on taxation issues. He brings a deep understanding of the intricacies and changing nature of the financial scene.
Mike Rogers, AIF® – President and founder of 360 Financial. 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.
Michael Urch, CFP® - Senior Wealth Manager. Michael advises his clients on insurance planning, investment planning, retirement income planning and more.
Webinar Presenter Bios
Andrew M. Lehner, Attorney at Law
Andrew M. Lehner is the owner and operator o f The Lehner Law Office, LLC. As a fourth-generation attorney, Andy understands what it means to be an effective advocate for each of his clients. In addition to his training and experience in the areas of estate planning, taxation, elder law, and probate, Andy spent a summer in Ireland studying international human rights law. Upon admission to the Minnesota bar, Andrew practiced as an estate planning attorney for a prestigious Eden Prairie Firm. In February of 2009, Andy opened the Lehner Law Office, LLC near his home in St. Paul.
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.
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. He graduated magna cum laude from Bethel University with a BA in economics and finance, as well as a minor in mathematics.
Mark your calendar for upcoming sessions:
Tuesday, December 3rd, 1:00 pm
Andrew Lehner of Lehner Law Office, LLC is not affiliated with or endorsed by LPL Financial or 360 Financial Inc.
Joe Rapacki of Rapacki + Co. is not affiliated with or endorsed by LPL Financial or 360 Financial Inc.
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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.
