Join E4 Insurance Services for our first Savvy Advisor Solutions at the historic Fargo Air Museum in Fargo, ND.
 This symposium’s theme is “Soar to Success” and aims to bring together distinguished financial and insurance professionals like yourself to delve into the latest strategies and insights for safeguarding and growing wealth.
Help your clients discover the power of financial security.
Learn how to protect assets. Secure your clients’ financial futures.
Register now to reserve your spot!
8:30 AM - 4:30 PM (social following)
Thursday, September 28th, 2023


Download Agenda

8:00 Check-In/Sponsor Tables
8:30: Welcome
8:45-9:45: Creative Uses for Annuities – Dan Peterson, LLIF, LUTCF, FIC
A focus on Executive Retention and Reward, Long-Term Care Planning, and Estate Planning Opportunities.
9:45-10:00 Break
10:00-11:00: A Fresh Look at Long-Term Care – Shane Van Patten, CLTC
How to have comfortable and engaging LTC planning conversations with your clients. 
11:00-12:00: Disability Income Opportunities within Business Planning – Brady Serold
Learn how a basic cash flow disruption discussion can lead to guarantee issue, overhead expense, buy-sell and/or key person opportunities.
12:00-1:00: Lunch
1:00-2:00: Tools to Teammate: Cognitive Augmentation in the 21st Century, Colonel Dan “Animal” Javorsek
2:00-3:00: Help Your Clients Begin to Plan Their Legacy- Steve Walker, CLTC, LUTCF
Potential changes in 2026 estate tax laws may offer an opportunity for advisors to proactively show added value to their high-net worth clients. 
3:00-3:15: Break
3:15-4:15: Estate Attorney Panel
Discussion and open forum with Fargo-based Estate/Trust Attorneys 
4:15-4:30: Closing Remarks
4:30 – 6:30 PM Social & Museum Activities
Flight simulators, drone flights, photo opportunities


Dan Peterson, LLIF, LUTCF, FIC
President and Managing Partner

Shane Van Patten, CLTC
Regional Vice President

Brady Serold
Senior Vice President, Disability Income

Steve Walker, CLTC, LUTCF
Vice President of Institutional Accounts


E4 is thrilled to welcome Colonel Dan “Animal” Javorsek, PhD, USAF (Retired), Chief Technology Officer at EpiSys Science, Inc. to our “Soar to Success” conference. A decorated Command Fighter and Test Pilot until his recent retirement from the US Air Force, he headed up the initiative to integrate Artificial Intelligence into the combat cockpit at DARPA.

In a lively presentation “Tools to Teammates: Cognitive Augmentation in the 21st Century”, Col. Javorsek will outline what is happening in the real world of advanced AI.  The US Military has been at the forefront of integrating Artificial Intelligence, Machine Learning, Augmented Reality, and Automation into their field operations. Through long experience, they have learned that when introduced poorly and without trust, the potential transformational benefits result in costly obstacles to implementation because emerging technologies represent a perceived threat to the human virtues of value, heritage, honor, and dignity. These battle-tested lessons apply equally to practitioners in the financial services space where high stakes outcomes are tested every day with every client. Col. Javorsek shares stories and lessons learned from his experience as a combat pilot and lead AI researcher at DARPA.
Sponsor: Lincoln Financial Group


Fargo-based specialists discuss and answer key questions on estate planning and more.

Jessica Foss
Fredrikson & Byron, P.A.

John Williams
Fredrikson & Byron, P.A.

Susan Johnson-Drenth
JD Legal Planning

Tim Richard
Serkland Law Firm

Toni Sandin
Sandin Law

Ellie Steffes
Sandin Law



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