Becoming a financial professional can be a difficult journey. But you’re here, which means you made it. You survived the tornado of licensing and contracting. You made it through the dark forest of underwriting, and likely made some friends along the way. You’ve built your book of business and learned to how to manage the flying monkey’s and bad witches.
E4 wants to bring you to the Wizard(s) or our industry and show you not everything is as daunting as they may seem.  These Wizards are people – just like you – and they want to help you become a Wizard too.
7:30 AM - 7:00 PM
Thursday, May 9th, 2024
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Agenda

8:00- 8:30: Registration & Breakfast 
 8:30 – 8:45: Welcome to the Land of Insurance Opportunities
8:45 – 9:45: Tom Hegna
9:45 – 10:00: Break
10:00 – 12:00 PM: Breakout Sessions
12:00 – 1:00: Lunch
1:00 – 1:45: Disability Insurance Case Study
1:45 – 2:45: Tom Hegna
2:45 – 3:00: Break
3:00 – 4:00: Attorney Panel
4:00-4:15: Refreshments
4:00 – 4:45: Chris Gandy
4:45 – 5:00: Closing Remarks
5:00 – 6:00: Social Hour
6:00: Dinner

Featuring: Tom Hegna, CLU, ChFC, CASL

Tom is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into his books:

  • Paychecks and Playchecks: Retirement Solutions for Life
  • Retirement Income Masters: Secrets of the Pros
  • Don’t Worry, Retire Happy! Seven Steps to Retirement Security

Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas and stories.

Breakout Sessions

Breakout sessions allow you to explore the subjects most relevant to your expertise and curiosity. Network with peers and leaders in meaningful conversations to build new relationships and strengthen existing ones. These sessions are designed to navigate challenges and seize opportunities in your book of business.
Each session will be 25 minutes, allowing you to attend a total of four sessions.
A schedule of room numbers and timeslots will be provided at the conference. 
Select an icon to learn about the available sessions. Choose your path and register using the form.
Long-Term Care: There's No Place Like Home
Help your clients create a plan that helps keep them at home as they age.
Executive Benefits
Protecting the People Behind the Curtain – Asymmetrical benefits for asymmetrical employees
Annuity: The Emerald City
You made it. How can you create a predictable income stream?
Second-to-Die
What Happens if a House Falls on a Spouse
Split-Dollar/REBA
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Collateral Assignment Buy/Sell
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Life Settlements
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IUL or Whole Life
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SecureCare & High-early Cash Value
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Choose Your Path to Success

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Attorney Panel

E4 is honored to welcome these Madison-based attorneys to the stage. Each attorney has collaborated on client cases through the years and we truly value their talents. These insightful panelists will share their experience on a variety of subjects including:

  • upcoming estate tax changes in 2026 & strategies to take now
  • business planning, transfer, buy/sell, 
  • and much more. 
Questions are encouraged!
Eric Christoffersen
Managing Shareholder, Attorney
Grams & Christoffersen, S.C.
Joe Higgins
Partner
Foley & Lardner LLP
Dan Purtell
Estate Planning Specialist
Wilson Law Group

Special Guest: Chris Gandy

The Mindset of the 1%


Chris is a former pro basketball player who played for the Chicago Bulls, San Antonio Spurs, and France. Hs’s been featured in numerous magazines such as Crain’s Chicago, GQ, Black Enterprise, and African American Career Worlds.

Chris has spent the last two decades helping individuals reach their most important financial goals, focusing on unique tax reduction strategies, retirement income optimization, generational wealth, and more. He has joined E4 on our weekly BREW and we are excited for him to join BBT-Madison this year. He is going to share pointers on how to have the “Mindset of the 1%” and STAY in that mindset with daily routines, staying mentally strong, and more!

Thank You Generous Sponsors

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Home Away From Home

Cambria Inn & Suites
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5045 Eastpark Blvd
Madison, WI 53718
608-241-7070
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Holiday Inn Madison
at the American Center
5109 W Terrace Dr.
Madison, WI 53718
888-465-4329
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Holiday Inn Express
5150 High Crossing Blvd
Madison, WI 53718
844-202-3060
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Doubletree by Hilton
(Madison East)
4402 E Washington Ave.
Madison, WI 53704
P: 608-244-4703
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