Founder & President · Circle of Wealth
40+ Years of Financial Wisdom. Shared Throughout the Experience.
Learn directly from the founder of Circle of Wealth® as Don brings more than four decades of experience into conversations throughout the conference. Expect real-world insights, fresh perspectives, and practical connections between financial concepts, client conversations, and strategies.
Featured Speaker · Bestselling Author
Bestselling Author of The Power of Zero
Explore fresh perspectives on retirement tax planning with the bestselling author of The Power of Zero, which has sold more than 400,000 copies. David brings nationally recognized expertise in tax-efficient retirement strategies and the conversations advisors should be having with clients about future tax exposure.
Crystal Langdon, CFP®
Discover five factors that influence client decisions and trust. Learn to recognize what drives each client, adapt your approach, and build relationships technology alone cannot create.
Jeff Webb
Learn to ask better questions, uncover what matters most, and naturally introduce financial concepts worth exploring. Separate sessions will be offered for Financial Advisors and P&C Agents.
Dr. Julie Basler
The Communication Blueprint: Learn to recognize how clients communicate and make decisions, build trust from the start, and identify when a stalled decision may be a communication mismatch.
Matthew Rzepka, CPA, CFP®
Learn to recognize when a Roth conversion conversation may benefit your clients, understand key strategy and tax considerations, and use storyboards, calculators, and financial tools to illustrate opportunities and support thoughtful recommendations.
Starr Barnum
Explore how protecting a portion of savings may give clients confidence to participate in market growth with another portion. Learn when the concept may fit and how to explain it.
Kayla Puchko-Stephenson
Learn to reopen the life insurance conversation in retirement. Explore how income changes, Social Security, taxes, and the loss of a spouse can create new protection needs.
Starr Barnum
Help clients look beyond today’s premium to understand what they are protecting, how long that need may last, and which coverage approach fits their goals.
Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®, CEPA®
Learn a conversation-first framework to help clients navigate retirement identity, overcome the fear of spending, and use their retirement income with greater confidence and purpose.
Matthew Rzepka, CPA, CFP®
What happens to retirement taxes when one spouse passes away? Explore how a surviving spouse may face similar income and retirement assets but higher tax exposure after moving to single-filer tax brackets. Learn how to start proactive conversations about qualified-plan balances, future distributions, and strategies that may help reduce long-term tax exposure.
Presenter to Be Announced
Explore how a Private Reserve Strategy can help clients build an accessible source of funds to support financial opportunities and unexpected needs. Learn when and why this approach may make sense, how to introduce the concept, and how to recognize opportunities for its use—from navigating down markets and funding college to real estate, business investments, and retirement planning.
Todd Ballenger, CLA
Explore how debt-reduction planning and HECM reverse mortgages may help clients manage cash flow, use home equity, and approach retirement with greater flexibility.
Amy Latvala
Turn your P&C risk reviews into more meaningful financial conversations. Learn how to use the Personal Economic Model (PEM), a visual tool that illustrates a client's entire financial picture, to explore protection, savings, debt, and future goals. Discover how to uncover opportunities, help clients identify financial gaps, and naturally expand the conversation beyond their current insurance coverage.
Patricia Wooster
Build trust before the first conversation. Learn how to strengthen your LinkedIn profile, share credibility-building posts, and stay visible with a simple 15-minute daily routine.
Dr. Julie Basler
Learn to recognize team members’ natural strengths, spot early signs of frustration, and improve communication and trust to help retain valuable people.
Founder & President · Circle of Wealth
40+ Years of Financial Wisdom. Shared Throughout the Experience.
Learn directly from the founder of Circle of Wealth® as Don brings more than four decades of experience into conversations throughout the conference. Expect real-world insights, fresh perspectives, and practical connections between financial concepts, client conversations, and strategies.
Meet Don → Featured Speaker · Bestselling Author
Bestselling Author of The Power of Zero
Explore fresh perspectives on retirement tax planning with the bestselling author of The Power of Zero, which has sold more than 400,000 copies. David brings nationally recognized expertise in tax-efficient retirement strategies and the conversations advisors should be having with clients about future tax exposure.
Meet David → Crystal Langdon, CFP®
Discover five factors that influence client decisions and trust. Learn to recognize what drives each client, adapt your approach, and build relationships technology alone cannot create.
Jeff Webb
Learn to ask better questions, uncover what matters most, and naturally introduce financial concepts worth exploring. Separate sessions will be offered for Financial Advisors and P&C Agents.
Dr. Julie Basler
The Communication Blueprint: Learn to recognize how clients communicate and make decisions, build trust from the start, and identify when a stalled decision may be a communication mismatch.
Matthew Rzepka, CPA, CFP®
Learn to recognize when a Roth conversion conversation may benefit your clients, understand key strategy and tax considerations, and use storyboards, calculators, and financial tools to illustrate opportunities and support thoughtful recommendations.
Starr Barnum
Explore how protecting a portion of savings may give clients confidence to participate in market growth with another portion. Learn when the concept may fit and how to explain it.
Kayla Puchko-Stephenson
Learn to reopen the life insurance conversation in retirement. Explore how income changes, Social Security, taxes, and the loss of a spouse can create new protection needs.
Starr Barnum
Help clients look beyond today’s premium to understand what they are protecting, how long that need may last, and which coverage approach fits their goals.
Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®, CEPA®
Learn a conversation-first framework to help clients navigate retirement identity, overcome the fear of spending, and use their retirement income with greater confidence and purpose.
Matthew Rzepka, CPA, CFP®
What happens to retirement taxes when one spouse passes away? Explore how a surviving spouse may face similar income and retirement assets but higher tax exposure after moving to single-filer tax brackets. Learn how to start proactive conversations about qualified-plan balances, future distributions, and strategies that may help reduce long-term tax exposure.
Presenter to Be Announced
Explore how a Private Reserve Strategy can help clients build an accessible source of funds to support financial opportunities and unexpected needs. Learn when and why this approach may make sense, how to introduce the concept, and how to recognize opportunities for its use—from navigating down markets and funding college to real estate, business investments, and retirement planning.
Todd Ballenger, CLA
Explore how debt-reduction planning and HECM reverse mortgages may help clients manage cash flow, use home equity, and approach retirement with greater flexibility.
Amy Latvala
Turn your P&C risk reviews into more meaningful financial conversations. Learn how to use the Personal Economic Model (PEM), a visual tool that illustrates a client's entire financial picture, to explore protection, savings, debt, and future goals. Discover how to uncover opportunities, help clients identify financial gaps, and naturally expand the conversation beyond their current insurance coverage.
Patricia Wooster
Build trust before the first conversation. Learn how to strengthen your LinkedIn profile, share credibility-building posts, and stay visible with a simple 15-minute daily routine.
Dr. Julie Basler
Learn to recognize team members’ natural strengths, spot early signs of frustration, and improve communication and trust to help retain valuable people.
