Third Thursday at Three

Name: Land As Your Legacy: Navigating Farm Succession with Confidence
Start: 2026-08-20T15:00:00-05:00
End: 2026-08-20T15:00:00-05:00

April 2026
Repositioning Wealth: Tax-Efficient Strategies for Modern Retirement Planning

April 16 @ 3:00 pm - 4:00 pm

Virtual Event

In this LIVE workshop, join E4IS’s Greg Spaeth, Bill Anderson, and Nate Weathers to explore a practical, real-world framework for helping clients reposition assets more tax-efficiently in an unpredictable tax environment. See how to align assets across taxable, tax-deferred, and tax-free strategies in a way clients can easily understand. Experience the “cylinders of money” concept in action […]
July 2026
The Long-Term Care Pre-Screening Tool Every Advisor Should Use

July 16 @ 3:00 pm - 3:30 pm

Explore real-world success stories from advisors using E4IS's Long-Term Care Pre-Screening Form! Through actual case examples, you'll see how the process helps uncover planning opportunities, create more productive LTC conversations, and better prepare advisors before client meetings. Whether you're already using the form or just getting started, you'll leave with practical ideas for making long-term […]
August 2026
Land As Your Legacy: Navigating Farm Succession with Confidence

August 20 @ 3:00 pm

Join Steve Walker, CLTC, LUTCF, Vice President of Institutional Accounts & Partner at E4 Insurance Services, and Lisa Quist, MBA, Central Regional Vice President for Nationwide's Land As Your Legacy, as they walk through a real-world case study. Learn how Land As Your Legacy helps advisors guide farm and land-owning families through succession planning, facilitate […]

April 2026

July 2026

August 2026