Join us for a most energizing conference!

Date & Time
June 2, 2022 from 9AM to 4:30PM CDT
Location
Fairway Mortgage Corporate HQ
4750 S Biltmore Lane
Madison, WI 53718

Live and In-Person for version 8.0, E4's Building Business Together (BBT) conference brings the midwest's top wealth strategists and industry thought leaders together in one location for a full day of networking, mission-critical information, business-building ideas, and fun. This year, our theme is "Back to the Future". Post-pandemic, we're back at it and looking toward an exciting future.


*** Transportation to and from BBT is the responsibility of the attendee. ***


***E4IS has reserved a discounted block of rooms at Cambria Hotel Madison East. Call 608-241-7070 to reserve and mention "E4/BBT" for the discounted rate.***  In the event that all rooms are booked, please contact Melanie Robinson mrobinson@roihospitality.com or 608-844-0653.


In the event that all registration slots are filled, please email events@e4.insurance to be placed on a waitlist.

A few of our Featured Speakers

  • <p>Matthew Gibson</p>

    Matthew Gibson

    Learn about Matt's work and analytics around consumer perspectives of wealth, health and insurance. Learn why your clients behave they way they do.

  • <p>Charles Perrault</p>

    Charles Perrault

    Chuck's work in Advanced Markets Planning gives him the inside scoop on what's happening on the macro economic level in this country. Get his perspective on interest rates, tax rates and the planning opportunities these topics present.

  • <p>Harlan Accola</p>

    Harlan Accola

    Is it time to revisit reverse mortgages? Harlan will share innovative ways that savvy strategists are taking advantage of important changes in this controversial planning tool.

  • <p>Maria Ocrant</p>

    Maria Ocrant

    What are worksite benefits and how can you incorporate these types of policies into your practice?

  • <p>John Rafferty</p>

    John Rafferty

    John Rafferty has spent much of his 30-year career building annuity marketing departments at MassMutual, AIG/American General, and Symetra. He holds a B.A. in economics from Colby College and an M.A. in public policy from Trinity College, and currently operates an annuity sales and marketing consultancy, RaffertyAnnuityFraming.com.

  • <p>Advisor Panel</p>

    Advisor Panel

    Listen to leading advisors and some of the brightest minds we work with have discussion on a variety of industry topics.

Schedule

  • 8:30 - 9:00a

    Welcome & Continental Breakfast

    C'mon in, say hi, and get settled for an exciting day.

  • 9:00a - 12:00p

    Morning Session

    Welcome, speakers and partners.

  • 12:00p - 1:00p

    Lunch & Expo

    Onsite catered lunch, networking, and sponsor's expo.

  • 1:00p - 4:30p

    Afternoon Session

    Two more keynotes and two more partners.

  • 4:30p - 5:30p

    Happy Hour

    Network and unwind onsite.

  • 5:30p - 7:30p

    Dinner

    Onsite catered dinner.

Registration

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