Understanding Trusts and Beyond
Watch the first of our Estate Planning Series: "Do I need a trust or not? Understanding Trusts and Beyond."
This webinar series covers the following:
Importance of estate planning
Benefits of avoiding probate
Demystifying trusts
Real-life examples of when to use a trust
Planning and gifting strategies
Learn about the benefits of estate planning and the importance of trusts and get a sneak peek of our upcoming sessions!
If you are interested in the next steps in preparing for a trust or not and furthering your estate planning, download here.
Q&A with a Professional Panel
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.
Brian Bohnsack, AIF® – Senior Vice President of 360 Financial, Financial Advisor, Managing Principal of the Elk River Office. Brian specializes in risk management, including life and health insurance.
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.
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 planning and investing.
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 webinars:
Tuesday, November 12, 1:00 pm
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.
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.