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 Financial Education & Advisor Training Summit​​​​​​​ 

COW College 2027

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

🎟 Registration Bundle: Event + Hotel $1,369

Includes conference registration + 2-night hotel stay
Prefer to spread out your investment? Payment plan options are available.

 Financial Education & Advisor Training Summit​​​​​​​ 

COW College 2027

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


🎟 Registration Bundle: Event + Hotel $1,369
Event registration + 2-night stay
With payment plan options available.

 EXPLORE COW COLLEGE 
Bringing a first-time guest?
Qualified first-time attendees may be eligible for special introductory pricing.
.  Learn More →

 About COW College 

COW College is a financial education and training summit built around the concepts, strategies, and conversations financial professionals should be having with their clients.

​​​​​​​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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Communicating Financial Concepts
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Learn how to turn complex financial concepts and strategies into conversations clients can understand and act on.
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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® Approach
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See how financial concepts, strategies, client conversations, and supporting visual tools come together in practice.
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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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Grow Your Practice Alongside Your Expertise
Explore ideas for strengthening client relationships, creating new opportunities, and building a stronger financial practice.

About COW College 

COW College is a financial education and training summit built around the concepts, strategies, and conversations financial professionals should be having with their clients.

​​​​​​​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
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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Communicating Financial Concepts
Learn how to turn complex financial concepts and strategies into conversations clients can understand and act on.
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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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Learn Directly from Don Blanton & Executive Coaches
Spend three days learning from professionals actively use these concepts in practice.
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Experience the Circle of Wealth® Approach
See how financial concepts, strategies, client conversations, and supporting visual tools come together in practice.
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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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Grow Your Practice Alongside Your Expertise
Explore ideas for strengthening client relationships, creating new opportunities, and building a stronger financial practice.

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 

Better Strategies. Better Conversations. Better Outcomes.​​​​​​​​​​​​​​ 

 COW College brings financial concepts and strategies into the real-world conversations you’re having with clients — what to discuss, who to discuss it with, when to bring it up, and how to communicate it more effectively.

You’ll work through real-world situations, explore strategies and case concepts, and learn ways to make complex financial ideas easier for clients to understand.

You’ll also find select business development sessions focused on areas like building your team, strengthening your LinkedIn presence, and growing your practice.

The goal is simple: leave COW College better prepared for the conversations you’re having with clients and the opportunities you’re building in your business.​​​​​​​ 

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 

Better Strategies. Better Conversations. Better Outcomes.​​​​​​​

 COW College brings financial concepts and strategies into the real-world conversations you’re having with clients — what to discuss, who to discuss it with, when to bring it up, and how to communicate it more effectively.

You’ll work through real-world situations, explore strategies and case concepts, and learn ways to make complex financial ideas easier for clients to understand.

You’ll also find select business development sessions focused on areas like building your team, strengthening your LinkedIn presence, and growing your practice.

The goal is simple: leave COW College better prepared for the conversations you’re having with clients and the opportunities you’re building in your business. 

Explore Conversations & Strategies for COW College 2027

 The First Client Conversation
Learn how to ask better questions, listen for opportunities, and move naturally from what matters to the client into financial concepts and strategies worth exploring. Separate sessions will be offered for Financial Advisors and P&C Agents.

Roth Conversions & Retirement Tax Planning
Explore opportunities around qualified retirement assets, Roth conversions, and the tax implications clients may face now and later — including what can change when one spouse passes away.

Protect & Participate
How can clients protect the savings they’ve already accumulated while still positioning a portion of their money to participate in market growth? Explore the strategy and the client conversation behind it.

Life Insurance in Your 60s & Beyond
Explore why the need for life insurance may not disappear at retirement — and how Social Security, taxes, income changes, and the loss of a spouse can affect the retirement lifestyle clients worked to build.

Short-Term vs. Long-Term Life Insurance
Help clients look beyond the initial cost of coverage and understand the difference between solving a short-term insurance need and planning for protection that may be needed for decades.

Retirement Income: Now, Later & Never
Learn a simple framework for helping clients think about which income sources they need now, which may be needed later, and which they may never need — and how today’s decisions can affect each stage.

Private Reserve Strategy
Learn to recognize situations where a Private Reserve Strategy may create greater financial flexibility — from down markets and college planning to real estate, business opportunities, and retirement.

Reverse Mortgage Strategies
Explore where home equity may fit into a broader retirement strategy and the client situations where a reverse mortgage could be worth considering.

Practice Growth
Select sessions will go beyond financial strategies to explore ways to strengthen your professional presence, build your team, and grow your practice.

Explore Conversations & Strategies for COW College 2027

 The First Client Conversation
Learn how to ask better questions, listen for opportunities, and move naturally from what matters to the client into financial concepts and strategies worth exploring. Separate sessions will be offered for Financial Advisors and P&C Agents.

Roth Conversions & Retirement Tax Planning
Explore opportunities around qualified retirement assets, Roth conversions, and the tax implications clients may face now and later — including what can change when one spouse passes away.

Protect & Participate
How can clients protect the savings they’ve already accumulated while still positioning a portion of their money to participate in market growth? Explore the strategy and the client conversation behind it.

Life Insurance in Your 60s & Beyond
Explore why the need for life insurance may not disappear at retirement — and how Social Security, taxes, income changes, and the loss of a spouse can affect the retirement lifestyle clients worked to build.

Short-Term vs. Long-Term Life Insurance
Help clients look beyond the initial cost of coverage and understand the difference between solving a short-term insurance need and planning for protection that may be needed for decades.

Retirement Income: Now, Later & Never
Learn a simple framework for helping clients think about which income sources they need now, which may be needed later, and which they may never need — and how today’s decisions can affect each stage.

Private Reserve Strategy
Learn to recognize situations where a Private Reserve Strategy may create greater financial flexibility — from down markets and college planning to real estate, business opportunities, and retirement.

Reverse Mortgage Strategies
Explore where home equity may fit into a broader retirement strategy and the client situations where a reverse mortgage could be worth considering.

Practice Growth
Select sessions will go beyond financial strategies to explore ways to strengthen your professional presence, build your team, and grow your practice.

Featured Main Stage Presenters​​​​​​​ 

 Learn from nationally recognized experts, financial educators, and industry leaders as they share financial concepts, strategies, communication approaches, and insights you can bring back to your practice. 
 

DON BLANTON

Founder of MoneyTrax & Circle of Wealth®
Since founding MoneyTrax in 1994, Don has trained more than 20,000 financial professionals to simplify financial concepts.
 
 

DAVID MCKNIGHT

Bestselling Author of The Power of Zero
Nationally recognized retirement tax planning expert featured in Forbes, The New York Times, CNBC, Fox Business, and more.
 

Your COW College Team 

 Throughout COW College you'll learn from experienced advisors, coaches, and subject matter experts leading breakout sessions, workshops, and hands-on training. 
 
TODD BALLINGER
Serial Entrepreneur
 
STARR BARNUM
Executive Coach
 
 
DR. JULIE BASLER
Strong Teams
 
 
NOEL EDWARDS 
Agent Help
 
 
JEFF HOPPER
COO
 
VALERIE PLEWAK
Coordinator
 
MATT RZEPKA
Executive Coach
 
JEREMY SHIPP
Executive Coach
 
KAYLA STEPHENSON
Master Mentor
 
JEFF WEBB
Master Mentor
 
 
MATT WERNER
Advisor Development
 
BRIAN WOODALL
Support & Training
PATRICIA WOOSTER
Business coach
 
 
 

More Presenters to Be Announced

We’re continuing to build an exceptional lineup of breakout sessions, hands-on workshops, and industry experts for COW College 2027.

✨ Check back soon as we announce additional presenters and new training opportunities.

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.”

/

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 

Financial Education & Advisor Training

600+ Advisors 

Financial Professionals

 Reserve Your Spot 

Event + Hotel Bundle

Conference Registration + 2-Night Hotel Stay

$1,369 Single Pay
Or 3 payments of $457/month
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$1,369 Paid In Full
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$457/Month x 3

Event-Only

Conference Registration Only

$899 Single Pay

For attendees arranging their own accommodations
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$899 Paid In Full
 
Note: Bundle attendees may add additional nights at a discounted rate of $280 per night.
 

 FAQs 

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Who qualifies for first-time guest pricing? (Answer: Financial professionals who are attending COW College for the first time and are exploring Circle of Wealth® membership may qualify for special introductory pricing. Call 321-369-9470 (Option 2) to learn more about eligibility and registration.)
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Why we don't offer CE Credits? (Answer: Because we don’t teach classroom theory. COW College is focused on real-world concepts, client conversations, strategies, and practical application you can take back to your practice and use with clients.)
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Can I invite another financial professional to COW College, and is there special pricing available? (Answer: Absolutely! If your guest is a financial professional attending COW College for the first time and is exploring Circle of Wealth® membership, they may qualify for special introductory pricing. Call 321-369-9470 (Option 2) to discuss eligibility and registration options.)
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When should I register for COW College 2027? (Answer: The earlier you register, the more you save. Register by November 12 to lock in our Standard Registration pricing. The Event + Hotel Bundle is $1,369 and the Event Only registration is $899. Beginning November 13, pricing increases to $1,469 for the Event + Hotel Bundle and $999 for Event Only. After December 10, registration is $1,199 for Event Only.)
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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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