Effective Estate Planning for High-Net-Worth Families
Join us on December 3rd for our final estate planning series on Maximizing Wealth: Effective Estate Planning for High-Net-Worth Families. This comprehensive webinar will cover tax-efficient wealth transfer, business succession planning, customized trusts, philanthropic estate planning, international wealth management, legal compliance, and collaboration with financial and legal advisors. Participants can also engage in Q&A sessions with our professional presenters. Don't miss this chance to gain valuable insights into estate planning for high-net-worth families.
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.
Will Grant, CFP®, CPWA® - Wealth Manager at 360 Financial. Will crafts values-based financial strategies to help clients achieve their ideal life.
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 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®
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.
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.
