This will sell out – RSVP now!

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. We want to show you what is behind the curtain, and that not everything is as daunting as it may seem.
Venue: Fairway Independent Mortgage
4750 S Biltmore Ln
Madison, WI 53718
BBT is scheduled for 8:00 AM - 5:00 PM Join us from 5:00-7:00 PM for networking and dinner
Thursday, May 9th, 2024
0
0
0
0
Days
0
0
Hrs
0
0
Min
0
0
Sec

Agenda

8:00 – 8:30: Registration & Breakfast
 8:30 – 8:45: Welcome
Dan Peterson & Brendon DeRouin
8:45 – 9:45: Tom Hegna
9:45 – 10:00: BREAK
10:00 – 12:00 PM: Breakout Sessions
12:00 – 1:00 PM: Lunch
1:00 – 2:00 PM: Tom Hegna
2:00 – 2:45: Business Case Study with Brady Serold
2:45 – 3:00: BREAK
3:00 – 4:00 PM: Attorney Panel
4:00 – 4:45: Chris Gandy
4:45 – 5:00 PM: Wrap-up
5:00 – 7:00: Social Hour & 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.

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. He has been featured in numerous magazines such as Crain’s Chicago, GQ, Black Enterprise, and African American Career Worlds.

This year Chris is going to be serving as NAIFA Secretary and has been a loyal member since 2003. As incoming Secretary, Gandy is in line to serve as President-Elect in 2025 and President in 2026.

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!

Sponsored By

Emerald Level

Sapphire Level

Topaz Level

Garnet Level

Home Away From Home

Cambria Inn & Suites
5045 Eastpark Blvd
Madison, WI 53718
608-241-7070
Visit Website

Holiday Inn Madison
at the American Center
5109 W Terrace Dr.
Madison, WI 53718
888-465-4329
Visit Website

Holiday Inn Express

5150 High Crossing Blvd
Madison, WI 53718
844-202-3060
Visit Website

Doubletree by Hilton
(Madison East)
4402 E Washington Ave.
Madison, WI 53704
P: 608-244-4703
Visit Website