Annual Conference for Financial Professionals 

COW College 2027

WE TEACH AI: ADVISOR INTELLIGENCE
January 6–8, 2027
Hyatt Grand Cypress • Orlando, FL

🎟 Early Registration Bundle: Event + Hotel $1,199

Includes conference registration + 2-night hotel stay

Register by July 31, 2026
Payment Plan Available: 6 payments of $200/month
 Annual Conference for Financial Professionals 

COW College 2027

WE TEACH AI: ADVISOR INTELLIGENCE
January 6–8, 2027
Hyatt Grand Cypress • Orlando, FL

🎟 Early Registration Bundle: Event + Hotel $1,199

Includes conference registration + 2-night hotel stay

Register by July 31, 2026
Payment Plan Available: 6 payments of $200/month

 About COW College 

There is no other event in the industry with the same focus: helping financial professionals strengthen their thinking, improve client conversations, and serve clients first.

Known for its comprehensive financial education program, COW College 2027 embraces this year’s theme:

AI = Advisor Intelligence

Not artificial intelligence, but the wisdom, experience, and judgment that help advisors create better outcomes for clients.

Through collaborative learning, real-world case studies, and practical applications, you’ll leave with ideas you can put to work immediately.

 What You’ll Experience at COW College​​​​​​​ 

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Real-World Case Design
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See how advisors structure recommendations and client conversations around real-life situations.
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Practical Strategies & Presentations
Discover concepts, ideas, and approaches you can begin using immediately.
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Client Communication Tools
Learn how visual presentations help clients better understand their financial picture.
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Hands-On Training & Software Updates
Get early access to new tools, enhancements, and training opportunities.
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Collaborative Learning Environment
Participate alongside advisors who openly share ideas, strategies, and experiences.

 Why Advisors Return Year After Year​​​​​​​ 

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Learn Directly from Don Blanton & Executive Coaches
Spend three days learning from professionals actively using these concepts in practice.
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Experience the Circle of Wealth® Process
See the tools, presentations, and communication strategies that make the approach unique.
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Build Relationships with the COW Community
Connect with advisors committed to collaboration, growth, and serving clients first.
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Take Home Real Ideas You Can Use
Leave with strategies, case concepts, and practical applications to implement right away.
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Early Access to New Tools, Training & Special Offers
Be among the first to see the latest software enhancements, receive hands-on training, and take advantage of exclusive event offers on 2027 training opportunities and software packages.

About COW College 

There is no other event in the industry today with the same core message and the same caliber of advisors whose primary focus is serving their clients before themselves.

COW College is known for its comprehensive financial education program, and this year’s theme, AI = Advisor Intelligence, reflects what sets this community apart: not artificial intelligence, but the wisdom, skill, and judgment of well-trained financial professionals.

​​​​​​​By attending, you will benefit from collaborative learning, real-world case studies, and practical strategies designed to sharpen your thinking and strengthen the way you serve clients.​​​​​​​

 What You’ll Experience at COW College​​​​​​​ 

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Real-World Case Design
See how advisors structure conversations and recommendations around real client situations.
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Practical Presentations & Sales Ideas
Walk away with ideas and concepts you can begin applying immediately.
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Client Communication Strategies
Discover how advisors use visual tools to help clients better understand their financial picture.
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A Collaborative Advisor Community
Experience the culture and community that keeps advisors returning year after year.

 Why Advisors Return Year After Year​​​​​​​​​​​​​​ 

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Connect with the COW Community
Connect with advisors who openly share ideas, strategies, and real-world experiences.
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Learn from Don Blanton & Executive Coaches
Spend three days learning directly from advisors and coaches who actively use these concepts in practice.
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See Real Client Strategies
Explore case design ideas, presentations, and client conversations used by advisors across the country.
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Experience the Circle of Wealth® Approach
See the tools, process, and communication strategies that make Circle of Wealth different.
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Early Access to New Tools, Training & Special Offers
Be among the first to see the latest software enhancements, receive hands-on training, and take advantage of exclusive event offers on 2027 training opportunities and software packages.
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Early Access to New Tools, Training & Special Offers
Be among the first to see the latest software enhancements, receive hands-on training, and take advantage of exclusive event offers on 2027 training opportunities and software packages.

Agenda 

 The dates below are final. Times are general at this stage and are intended to assist with scheduling and preliminary travel arrangements. A more detailed agenda will be provided closer to the conference. 

 Tue, Jan 5th 

 Noon - Golf Outing (Optional: $200 Per Golfer ) 

 Wed, Jan 6th 

 1 to 6 pm - Sessions
6 pm - MoneyTrax hosted Dinner 

 Thu, Jan 7th 

 8 am to 5 pm -  Sessions
Have Dinner with a Friend 

 Fri, Jan 8th 

 8 am to 1 pm - Sessions
1 pm - Conference Ends 

A Track for Every Advisor​​​​​​​ 

 At COW College, advisors come from different backgrounds, experience levels, and stages of growth. That’s why the event is designed to provide learning opportunities for prospective advisors, new members, experienced practitioners, and leaders looking to deepen their impact.

No matter where you are in your journey, there is a track to help you strengthen your Advisor Intelligence.​​​​​​​ 

Agenda 

 The dates below are final. Times are general at this stage and are intended to assist with scheduling and preliminary travel arrangements. A more detailed agenda will be provided closer to the conference. 

 Tue, Jan 5th 

 Noon - Golf Outing (Optional: $200 Per Golfer ) 

 Wed, Jan 6th 

 1 to 6 pm - Sessions
6 pm - MoneyTrax hosted Dinner 

 Thu, Jan 7th 

 8 am to 5 pm -  Sessions
Have Dinner with a Friend 

 Fri, Jan 8th 

 8 am to 1 pm - Sessions
1 pm - Conference Ends 

A Track for Every Advisor​​​​​​​ 

 At COW College, advisors come from different backgrounds, experience levels, and stages of growth. That’s why the event is designed to provide learning opportunities for prospective advisors, new members, experienced practitioners, and leaders looking to deepen their impact.

No matter where you are in your journey, there is a track to help you strengthen your Advisor Intelligence.​​​​​​​ 

Secure Your Spot at the Best Available Rate​​​​​​​​​​​​​​ 

 Register by July 31, 2026 to lock in the Early Registration Event + Hotel Bundle for just $1,199, including conference registration and a 2-night hotel stay.

That's a savings of $571.50 compared to onsite pricing.

Prefer payments? Reserve your spot today with 6 payments of $200/month.

This is the lowest pricing available for COW College 2027 and expires July 31. 

Secure Your Spot at the Best Available Rate​​​​​​​​​​​​​​ 

 Register by July 31, 2026 to lock in the Early Registration Event + Hotel Bundle for just $1,199, including conference registration and a 2-night hotel stay.

That's a savings of $571.50 compared to onsite pricing.

Prefer payments? Reserve your spot today with 6 payments of $200/month.

This is the lowest pricing available for COW College 2027 and expires July 31.​​​​​​​ 

Venue & Travel

Hyatt Grand Cypress Resort, One Grand Cypress Blvd., Orlando, FL 32836, United States of America, +1 407 239 1234
Our discounted hotel rate is $286/night with resort fee and tax and is available January 2–10. Attendees who choose the event + hotel bundle receive additional savings on their room rate.
Nearest airport: Orlando International, airport code: MCO, approximately 25 minute Uber ride away.

 About Grand Cypress 

The Hyatt Grand Cypress Golf Resort offers complimentary shuttle service to Walt Disney World® Resort and Universal Orlando Resort™, it provides a seamless stay for friends and families exploring Orlando.

Guests can relax in a private cabana while children enjoy the lagoon-style pool, dine at one of three on-site restaurants, or tee off on the resort’s award-winning golf course.

Click here to learn more about this resort.

Venue & Travel

Hyatt Grand Cypress Resort, One Grand Cypress Blvd., Orlando, FL 32836, United States of America, +1 407 239 1234
Our discounted hotel rate is $286/night with resort fee and tax and is available January 2–10. Attendees who choose the event + hotel bundle receive additional savings on their room rate.
Nearest airport: Orlando International, airport code: MCO, approximately 25 minute Uber ride away.

 About Grand Cypress 

The Hyatt Grand Cypress Golf Resort offers complimentary shuttle service to Walt Disney World® Resort and Universal Orlando Resort™, it provides a seamless stay for friends and families exploring Orlando.

Guests can relax in a private cabana while children enjoy the lagoon-style pool, dine at one of three on-site restaurants, or tee off on the resort’s award-winning golf course.

Click here to learn more about this resort.

🏌️​​​​​​​Kick Off COW College with a Round of Golf

Start COW College 2027 with a relaxed afternoon on the course! Join the MoneyTrax Team and fellow attendees for an optional golf outing on Tuesday, January 5th, from 12 PM until sunset. It’s the perfect way to connect, unwind, and enjoy some friendly competition before the conference officially begins.

As a special highlight, every golfer will have the chance to play a hole with Don Blanton—making this outing one you won’t want to miss!

📅 Date: January 5th (Tuesday)
🕐Time: 12 PM to sunset
💲Cost: $200 per person

⛳​​​​​​​ Club Rental: Optional, $75 per set

​​​​​​​Details: Please check in at the Golf Shop between 11:00-11:30 PM. The first tee time is at 12:00 PM. The Golf Shop is located in the EMC Building on property, and complimentary shuttle service is available from the Hyatt Regency Grand Cypress valet area.


Please sign up and pay your green fees by November 30, 2026 to reserve your spot. After this date, please contact training@moneytrax.com to see if we have room for additional golfers.
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Pay Green Fees Now

🏌️​​​​​​​Kick Off COW College with a Round of Golf

Start COW College 2027 with a relaxed afternoon on the course! Join the MoneyTrax Team and fellow attendees for an optional golf outing on Tuesday, January 5th, from 12 PM until sunset. It’s the perfect way to connect, unwind, and enjoy some friendly competition before the conference officially begins.

As a special highlight, every golfer will have the chance to play a hole with Don Blanton—making this outing one you won’t want to miss!

📅 Date: January 5th (Tuesday)
🕐Time: 12 PM to sunset
💲Cost: $200 per person

⛳​​​​​​​ Club Rental: Optional, $75 per set

​​​​​​​Details: Please check in at the Golf Shop between 11:00-11:30 PM. The first tee time is at 12:00 PM. The Golf Shop is located in the EMC Building on property, and complimentary shuttle service is available from the Hyatt Regency Grand Cypress valet area.


Please sign up and pay your green fees by November 30, 2026 to reserve your spot. After this date, please contact training@moneytrax.com to see if we have room for additional golfers.
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Pay Green Fees Now

 Join hundreds of financial professionals at one of the most unique events in the industry. 

“COW College helped me rethink how I communicate value to clients and gave me a different perspective on financial conversations.”

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Amy W. - Agent

“I've been in the business for over 33 years and I didn't find Circle of Wealth® until after 18 years, it was a total game changer for me.”

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Sander Smith - Financial Advisor

“I come to cow college because I learn something every year. This is an ongoing living laboratory and it could be one phrase or one perspective or one hack in using the tool that can make or break a year and make or break my ability to communicate effectively with a client.”

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Beth Walker - Financial Advisor

“The community and willingness to share from other advisors was unlike anything I had experienced before."

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Kevin N. - Wealth Advisor

3 Days 

Industry-leading Training

 20+ Hours 

Educational Sales Trainings

600+ Advisors 

Financial Professionals

 Reserve Your Spot 

$1,199 Event + Hotel Bundle*

Includes Conference Registration + 2-Night Hotel Stay
Or 6 payments of $200/month

*To take advantage of "Early Registration" pricing, you must register by July 31, 2026 and save $571.50 compared to onsite pricing.
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$1,199 Paid In Full
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$200/Month x 6
Note: Bundle attendees may add additional nights at a discounted rate of $280 per night.

Live Local or Staying with Another Attendee?

Event-Only $799* – Click Here to Register.
Conference registration only for attendees arranging their own hotel accommodations.
Pricing Schedule
​​​​​​​
Early Registration | Now – July 31

🎟 Event + Hotel Bundle: $1,199
🎟 Event Only: $799

Standard Registration | Aug 1 – Oct 31
🎟 Event + Hotel Bundle: $1,369 
🎟 Event Only: $899

Final Registration | Nov 1 – Dec 12
🎟 Event + Hotel Bundle: $1,469 
🎟 Event Only: $999

Onsite Registration | Dec 13 – Jan 6
🎟 Event Only: $1,199

FAQs

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What airport is closest to the Hyatt Grand Cypress Orlando Resort? (Answer: Orlando International, Airport Code: MCO. Approximately 25 minutes away.)
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What time should I arrive at the conference? (Answer: Plan to arrive by Wednesday at Noon.  If you plan to golf the prior afternoon, you'll need to arrive Tuesday morning.)
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Can I come in early to enjoy Florida’s sunshine, golf, or visit the theme parks? (Answer: Absolutely! Our special conference rate is available before and after the event, so feel free to arrive early or extend your stay. We can add additional nights to the Event + Hotel Bundle for $280/night.  The Hyatt Grand Cypress Golf Resort offers complimentary shuttle service to both Walt Disney World® Resort and Universal Orlando Resort™, making it easy for you, and your family, to explore all that Orlando has to offer.)
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Is my hotel room included with my registration. (Answer: Yes, if you choose the Event + Hotel Bundle – the bundle includes two nights, Wednesday & Thursday, at the hotel.  You can add additional nights for $280/night.  There's a spot during registration to let us know you need additional nights. If you do not choose the bundle, then the Event-only Ticket does not include your hotel.)
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If my plans change, can I get a refund of my registration? (Answer: Click here to review our cancellation policy.)

Don't see your question? Call 321-369-9470 Option 2

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