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10 events found.

Events

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  • April 2026

  • Tue 21

    Executive Carveouts and Voluntary DI Advisor Influence Session

    April 21 @ 10:00 am - 11:00 am

    Join Scott Bachmann, CCM, Regional Vice President with E4IS and Corey Cox, Regional Director with Principal Financial Group for an Advisor Influence Session on Executive Carveouts and Voluntary DI.

  • Tue 28

    Anchors & Advantages with Nationwide – Roadshow

    April 28

    Join Brandon Unger, Regional Vice President with E4IS & Andre Reguinho, Regional Vice President, Life and LTC Wholesaler with Nationwide at Five Iron Golf in New York.

  • Thu 30

    NAIFA Nashville – AI & Stream Presentation

    April 30

    E4IS's Greg Spaeth, Chief Strategic Initiatives Officer; and Nate Weathers, Regional Vice President will be presenting at the NAIFA meeting in Nashville, Tennessee.

  • Thu 30

    Land As Your Legacy Presentation

    April 30 @ 2:00 pm

    Nate Weathers, Regional Vice President with E4IS and Lacey Rowell, ChFC, CLU, Regional Vice President with Nationwide will present, "Land as Your Legacy".

  • May 2026

  • Mon 4

    Advisor Influence Session

    May 4 @ 12:00 pm

    Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS are hosting an Advisor Influence with Atlas Wealth Advisors.

  • Wed 6

    BREWCast: Building a Smarter Income Protection Strategy

    May 6 @ 10:00 am

    Income protection is essential to long-term financial stability. Every working client needs a clear plan for what happens if they get sick or hurt and can’t work. While group long-term disability (LTD) plans can provide a solid foundation, they also come with limitations and pitfalls advisors/clients should understand. E4IS’s Brady Serold, CLTC, Senior Vice President, […]

  • Thu 7

    Building Business Together Great Lakes 2026

    May 7 @ 8:30 am - 5:30 pm
    Lake Lawn Resort 2400 E Geneva St, Delavan, Wi

    Join us at Building Business Together (BBT) Great Lakes 2026 for a full day dedicated to helping financial professionals grow stronger, more profitable, and more resilient practices. ​ Event overview: On May 7, 2026, E4 Insurance Services is hosting the 13th Annual BBT – Great Lakes at Lake Lawn Resort in Delavan, Wisconsin, from 8:15 […]

  • Wed 13

    NAIFA Knoxville – AI & Stream Presentation

    May 13

    E4IS's Greg Spaeth, Chief Strategic Initiatives Officer; and Nate Weathers, Regional Vice President will be presenting at the NAIFA meeting in Knoxville.

  • Wed 13

    Advanced Insurance Class

    May 13 @ 11:00 am

    Join Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS for a virtual Advanced Insurance Class.

  • Wed 13

    Foundational Insurance Class

    May 13 @ 1:00 pm

    Join Jeremy Vidmar, FIC, CLTC and Shane Van Patten, CLTC, Regional Vice Presidents with E4IS for a virtual Foundational Insurance Class.

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  • E4 Insurance Services 2280 45th St S, Suite C Fargo, ND 58104
  • 701-356-1270
  • info@e4.insurance
  • E4 Insurance Services 951 Kimball Lane Suite 206 Verona, WI 53593
  • 608-848-0400
  • BrokerCheck

Brokerage services are offered by Oakwood Capital Securities, Inc., (OCS), a registered broker-dealer. OCS representatives may only transact business in those states for which they are properly registered. For information pertaining to the registration status, please contact the firm or refer to FINRA’s BrokerCheck website (https://brokercheck.finra.org/). This communication is offered as a source of general information about our services and is not intended as a solicitation or a recommendation.

Oakwood Capital Securities, Inc. has offices in Fort Myers, FL and Minneapolis, MN. Please contact (952) 935-4601 or email info@oakwoodcs.com.

The firm is a member of FINRA/SIPC. E4 Insurance Services is proud to be a LIBRA Partner, PLAN member, and NAIFA Partner.

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