Join E4 Insurance Services for our 9th annual Building Business Together (BBT) symposium.
We’re going all in with “May the Fourth Be With you” and are featuring a Star Wars themed 1-day financial security and wealth protection conference.
Help your clients discover the power of financial security.
Learn how to protect assets from the dark side of life.
Secure your clients’ financial futures like a Jedi Master!
Register early and don’t miss this epic event.
While outer space is unlimited, space at the BBT is not.
7:30 AM - 6:00 PM
Thursday, May 4th, 2023

Super CE

Earn up to:
17 hours of state insurance and
10 hours of concurrent designation continuing education credit.
“Try not. Do or do not. There is no try.” – Yoda
Course: Ethical Considerations for Life and Death
Requires registration before the event

Jedi Academy

Download Agenda

7:30 AM – 8:30 AM – Super CE
 8:30 – 9:00 AM – Check-in, Breakfast & Welcome
9:00 – 9:45 AM: Tiffany Markarian
Winning the Client Acquisition War
9:45 – 10:25 AM: Jon Jacobs
Insurance and Advisory positioning for Millennials and Gen Z
10:25 – 10:35 AM: BREAK
10:35 – 11:15 AM: Natalia Keene
Opportunities with Business Valuations
11:15 – 12:00 PM: Shane Van Patten
Getting advisors and clients to engage on Long-Term Care
12:00 – 1:00 PM: Lunch
1:00 – 1:40 PM: Michelle Owens
Before I Met You: IUL as a key asset class in investment portfolios
1:40 – 2:20 PM: Karen Hofmann
Why Now? Creating Urgency with clients in addressing planning concerns
2:20 – 2:30 PM BREAK
2:30 – 3:20 PM: Advisor Panel
The Jedi Council: Where annuities fit in our business
3:20 – 4:20 PM: Mike Carr
Jedi Peacekeepers: Tales from the field
4:20 – 4:30 Closing Remarks
4:30 – 6:00 PM – Cocktail Reception
Network with Jedi’s & other attendees
7:00 PM Hospitality Suite 301/2

Jedi Masters

Tiffany Markarian

Marketing Strategist
Advantus Marketing

Jon Jacobs

Wealth Management Strategist

Natalia Keene

Business Succession Strategist
Securian Financial

Shane Van Patten, CLTC

Long-Term Care Jedi
Certification in Long-Term Care (CLTC) Instructor
Regional VP, E4 Insurance Services

Michelle Owens

Advanced Markets Consultant
Mutual of Omaha

Karen Hofmann

Advanced Markets Consultant

Mike Carr

NFL Official/Keynote Speaker
LIFT Consulting

May the Forth Be With You

Social Sponsors


The Delafield Hotel
Reduced Rate/Limited Space
415 Genesee Street
Delafield, WI 53018
P: 262-646-1600
If booking on phone, reference E4 event
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2412 Milwaukee St
Delafield, WU 53018
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Holiday Inn Express & Suites

3030 Golf Rd
Delafield, WI 53018
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La Quinta Inn & Suites

2801 Hillside Dr
Delafield, WI 53018
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