COW College 2026

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Hyatt Grand Cypress Orlando, FL
January 6-8, 2026 (Tue-Thu)
Join 500+ financial advisors for one of the industry’s most dynamic and transformative events. COW College 2026 is your opportunity to gain proven strategies, sharpen your skills, and grow your business — all while connecting with the Circle of Wealth® community of trusted financial professionals.

From high-impact keynote sessions to hands-on breakout training, you’ll leave inspired, equipped, and ready to take action.  Hear from our president why this is the event you can't afford to miss.

​​​​​​​Register now to lock in the lowest price of the year — early bird ends September 30!​​​​​​​

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 🔥 New Dates, New Location – Bigger & Better Than Ever! 🔥 

COW College 2026

location_on
Hyatt Grand Cypress Orlando, FL
January 6-8, 2026 (Tue-Thu)

 🔥 New Dates, New Location – Bigger & Better Than Ever! 🔥 

Join 500+ financial advisors for one of the industry’s most dynamic and transformative events. COW College 2026 is your opportunity to gain proven strategies, sharpen your skills, and grow your business — all while connecting with the Circle of Wealth® community of trusted financial professionals.

From high-impact keynote sessions to hands-on breakout training, you’ll leave inspired, equipped, and ready to take action.  Hear from our president why this is the event you can't afford to miss.

​​​​​​​Register now to lock in the lowest price of the year — early bird ends September 30!​​​​​​​
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Early Bird Rate
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Venue

 About COW College 

COW College is Circle of Wealth®'s Annual Advisor Conference.  This event is for Financial Professionals interested in learning a repeatable process to increase first appointments, ways to discover new strategies to unlock more premiums, and software tools designed to help them serve more clients – increasing their production.

This year’s theme is "Choose Your Trax" — because whether you're just getting started or ready to accelerate your success, your future starts here.  We’re designing COW College 2026 to meet you exactly where you are – no matter your starting point—there’s a Trax for you. 

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3 Days with Don Blanton and Our Expert Coaches: Gain insights and hands-on training from industry leaders.
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16+ Hours of Intensive Training: Dive deep into presentations, sales strategies, and case design.
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3 Specialized Training Trax: Each designed to help you reach mastery in your chosen focus area. Click here to preview the Trax.
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Network with the Circle of Wealth® Community: Connect with peers and industry professionals.
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Learn from Top Producers: Discover successful strategies and techniques from the best in the field.
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Early Access to the Latest Software Enhancements: Be among the first to explore new tools and features.
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Exclusive Discounts: Benefit from special pricing on training and software.
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Complete Video Archive: Relive the learning—get recordings of all sessions after the event.
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Kick-Start Your Year: Seize this opportunity to enhance your knowledge, advance your career, and build lasting connections

 Invite from the President 

 Why Attendees Come  

This event unites financial professionals to network, learn, and share insights with Circle of Wealth® experts. It stands out by promoting a unique message and highlighting top advisors who prioritize clients.  Attendees benefit from collaborative learning and real case studies.  Make your plans now to join us and immerse yourself in an event designed to propel your professional growth and client success.

 Agenda 

Below is our tentatively planned agenda. Click here to preview the Breakout Trax line-up. 
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 Mon
Jan 5th 

1 pm to Sunset - Optional Golf Outing*
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 Tue
Jan 6th 

10 am to 2 pm - Pre-Con Workshop: Basler Academy (Private Session)
3 pm to 6:30 pm - Opening Session & Breakout Trax 1
6:30 pm to 8 pm - MoneyTrax Hosted Dinner
 
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 Wed
Jan 7th 

 8 am to 5 pm - Main Stage & Breakout Trax 2 & 3
(Breakfast & Lunch Included)
 
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 Thu
Jan 8th 

 8 am to 1 pm - Main Stage & Breakout Trax 4 & 5
(Breakfast Included)
 
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 *Tee off with us! Optional golf outing is $200 per person (includes everything you need except clubs—rentals available for $60). Click here to learn more. 

Choose Your Trax at COW College 2026

This year’s COW College features three specialized breakout Trax, each designed to match your experience level and help you master the skills that matter most. Follow an entire Trax from start to finish for a deep-dive learning experience—or mix and match sessions to create your own custom training path. Either way, you’ll walk away with actionable strategies and proven tools you can start using immediately with clients.

🚗 Trax 1: Ladies and Gentlemen, Start Your Engines

Perfect for new drivers and non-mentors—master the 10-Step Process and build your confidence to take the 10 turns like a pro.

Sessions:

  1. 10 Laps Around the Track (Steps)Art Holtfreter

  2. Mindset and MoneyBryan Repple

  3. Avoiding Hazards on the TrackStarr Barnum

  4. Your Life is More Valuable Than the CarMatt Kennedy

  5. Tricks to a Quick StartKayla Puchko-Stephenson

🏁 Trax 2: Avoiding the 5 Major Time and Money Delays in the Pits

Learn how top industry drivers find hidden money and help clients avoid costly detours.

Sessions:

  1. Forward and Reverse MortgagesRob Ziebart

  2. Minimize Tax on the Track Matt Rzepka

  3. Major Capital PurchasesTravis Wyatt 

  4. Let’s Talk Business OwnerRon Caruthers

  5. The Five Major Pit Mistakes to AvoidStarr Barnum

🏎 Trax 3: You and Your Clients in the Winners Circle 

Drive the Financial GPS through the Spending Game to cross the finish line with confidence.

Sessions:

  1. Financial GPS: Getting Out Front FastStarr Barnum

  2. Laddering Distributions with Spending GameMerle Gilley

  3. Financial Strategies That Go the DistanceJeremy Shipp

  4. Fine Tune Your Engine: Investments and TaxesEric King

  5. Helping Clients Win Life’s RaceBob Held​​​​​​​

Our Presenters

 
STARR BARNUM
(More about Starr here)
 
STEVEN BASLER
(More about Steve here)
 
DON BLANTON
(More about Don here)
 
MERLE GILLEY
(More about Merle here)
 
BOB HELD, JR
(More about Bob here)
 
ART HOLTFRETER
(Connect with Art here)
 
JEFF HOPPER
COO & Software Developer
 
MATT KENNEDY
(More about Matt here)
 
ERIC KING
(More about Eric here)
 
KAYLA PUCHKO-STEPHENSON
(Connect with Kayla here)
 
BRYAN REPPLE
(More about Bryan here)
 
MATT RZEPKA
(More about Matt here)
 
JEREMY SHIPP
(More about Jeremy here)
 
ROB ZIEBART
(More about Rob here)
 
 

Venue & Travel

Hyatt Grand Cypress Resort, One Grand Cypress Blvd., Orlando, FL 32836, United States of America, +1 407 239 1234
We have secured a special discounted room rate for a block of rooms, allowing you to save hundreds on your accommodations $225/night plus a $15/day resort fee.  Our discounted rate is available three days pre and post conference (Jan 1 - 11).
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 2026 with a relaxed afternoon on the course! Join the MoneyTrax Team and fellow attendees for an optional golf outing on Monday, January 5th, from 1 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 & Time: January 5th (Mon) 1 PM to sunset
💲 Cost: $200 per person

⛳​​​​​​​ Club Rental: Optional, $60 per set

​​​​​​​Details: Please check in at the Golf Shop between 12:00–12:30 PM. The first tee time is at 1:00 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.


One of the most unique events in the industry!

3 Days 

Industry-leading Training

 15+ Hours 

Educational Sales Trainings

500+ Advisors 

Financial Professionals

“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

"I come to see the people and good things always come from it. It only takes one good idea to completely make a great year for yourself."

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Starr Barnum - Vermont

Early Bird
Registration

$799

Save over 50% with Early Bird Pricing!
Register by September 30, 2025 to lock in the lowest rate and secure your spot at COW College 2026. 
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    Register Now

    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: Opening session is on Tuesday, January 6th at 3 pm with the final session ending Thursday, January 8th at 1 pm. You should be able to fly-in Tuesday morning and fly-out Thursday afternoon.  Click here to review planned agenda.)
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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. Our discounted rate of is available three days pre and post conference (Jan 1 - 11).  Click here to book your room with out discounted rate.  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: No, you are responsible for your own hotel room.  We have a limited number of rooms at a discounted rate of $225/night plus $15/day resort fee.)
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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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