Trusted Financial Experts

Elevate your practice at COW College 2025!

 
 January 2-4, 2025 • Ritz-Carlton Orlando  
Join over 500 advisors at one of the most unique and exciting sales training events in the industry today.

This is the place where financial professionals come to Learn, Grow & Connect with the Circle of Wealth® community of Trusted Financial Experts.

This year's event will take place at the luxurious five-star Ritz-Carlton Orlando, Grande Lakes Resort (Travel Details).
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Trusted Financial Experts

Elevate your practice at COW College 2025!

 
 January 2-4, 2025 • Ritz-Carlton Orlando  
Join over 500 advisors at one of the most unique and exciting sales training events in the industry today.   This exclusive experience is designed for members, potential new members, and partners of the Circle of Wealth®.

This is the place where financial professionals come to Learn, Grow & Connect with the Circle of Wealth® community of Trusted Financial Experts.

This year's event will take place at the luxurious five-star Ritz-Carlton Orlando, Grande Lakes Resort (Travel Details).
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Agenda
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 About COW College 

This event brings together financial professionals to network, share insights, and learn from the Circle of Wealth® community of trusted experts.  It distinguishes itself within the industry by promoting a unique core message and showcasing a high caliber of advisors who prioritize their clients' needs above their own.  Attendees will gain from collaborative learning experiences and practical case studies.
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January 2-4, 2025: Experience the event at the luxurious five-star Ritz-Carlton Orlando Resort.
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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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15+ Hours of Intensive Training: Dive deep into presentations, sales strategies, and case design.
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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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Kick-Start Your Year: Seize this opportunity to enhance your knowledge, advance your career, and build lasting connections

Make your plans now to join us and immerse yourself in an event designed to propel your professional growth and client success.

Personal Invite from Don Blanton

Agenda

Below is our tentatively planned agenda.  Check out the planned topics below (here).
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 Thu
Jan 2nd 

 9 am to 1 pm - Pre-Con Workshop for Canadians*
9 am to 2:30 pm - Pre-Con Workshop for Basler Academy*
3 to 5 pm - Guest & New Member Orientation**
7 to 9 pm - Conference Kick-Off with Don Blanton & the MoneyTrax Team 
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 Fri
Jan 3rd 

 8 am to 6 pm - Main Stage & Breakout Sessions
(Breakfast & Lunch Included) 
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 Sat
Jan 4th 

 8 am to 2 pm - Main Stage & Breakout Sessions
(Breakfast & Lunch Included) 
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 *Pre-Con Workshops for the Canadian Group and Basler Academy require separate registration. For more details, please email training@moneytrax.com. 
 **Orientation is mandatory for guests and new members; however, it is open to all attendees. 

 Planned Topics 

COW College is renowned for its thorough financial education curriculum.  Here’s a glimpse of what you can look forward to:
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COW Academy: Learn the Process that Leads to Success with Starr Barnum
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Kick-Off: Unveiling New Releases and a Presidential Welcome with Don Blanton & Team
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The Financial Stages of Life: Assisting your clients in identifying their current stage in the financial life cycle and guiding them toward the next step with Don Blanton
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Retirement Success Strategies: Wealth transfers and opportunity costs do not end when retirement begins. Learn how to use Financial GPS to highlight the pitfalls and risks that all retirees face and compel your clients to take intentional action during the 10 most important financial years of their lives with Jeremy Shipp
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First Meeting Success Strategies: The initial meeting with clients sets the tone for a successful relationship.  Learn how to leverage Financial GPS to assess and articulate your client’s current financial position, and explore strategies to establish trust, identify key financial goals, and address potential concerns with Starr Barnum
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Time with the Founder: Communicating the Philosophy Behind the Process with Don Blanton
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Making Sure Your Clients are Financially Protected and Finding the Money through P&C Wealth Transfers with Steve Basler
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Spending Game, The Next Generation: How to use this new version of Spending Game for generational family planning, and advanced case design for high net worth clients addressing taxation and legacy transfers with Bob Held, Jr. and Jeff Hopper
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Club Rack Talk, What Product When: Improving and securing your client’s financial future is determined by where you put the money. Discover how selecting the right financial product for specific needs can significantly improve your client's financial situation with Merle Gilley
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Identifying the Hazards in Your Present Plan: Discover how Financial GPS can help you identify potential pitfalls in your client's current plan and show how your strategy can reduce those risks with Starr Barnum
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The Power of GLOC using a HECM: Mastering the math and power of the government-insured Home Equity Conversion Mortgage’s growing line of credit to reduce portfolio drawdown, minimize sequence of returns risk, and decrease the likelihood of ever running out of money with Rob Ziebart
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Do You really Finance Everything? Yes you do, and when you explain opportunity cost they will understand too with Don Blanton
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Mining for Tax Dollars: How to Play the Game:  As tax codes and planning strategies evolve, we’ll explore different tax planning approaches, ensuring you understand the rules and why not every strategy suits everyone. We'll also cover effective communication with clients about taxes and share tips for collaborating with CPAs with Matt Rzepka
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From Concepts to Close with the Circle of Wealth®: Accelerate your clients' understanding of key financial concepts by utilizing Financial GPS and the Spending Game, tailored to their financial data with Brian Woodall
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Is a Paid for House the Dream? Retirement holds various meanings for everyone, but before paying off the mortgage, ensure you are prepared for these important life events with Eric King
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The Live Case: Client on Stage Going Through the Process with the Clients and Don Blanton

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)
 
ERIC KING
(More about Eric here)
 
DON HART
(Connect with Don here)
 
BOB HELD, JR
(More about Bob here)
 
JEFF HOPPER
COO & Software Developer
 
BRYAN REPPLE
(More about Bryan here)
 
MATT RZEPKA
(More about Matt here)
 
JEREMY SHIPP
(More about Jeremy here)
 
BRIAN WOODALL
(More about Brian here)
 
ROB ZIEBART
(More about Rob here)
 
 

Venue & Travel

Ritz-Carlton Orlando Resort, 4012 Central Florida Pkwy, Orlando, FL 32837. Phone: (407) 206-2400
We have secured a special discounted room rate for a block of rooms, allowing you to save hundreds on your accommodations $279/night.  Click here to check room availability and book your room at the reduced rate.
With the conference dates coinciding with the New Year, consider arriving a day or two early to celebrate in Orlando. Click here to check room availability.
Nearest airport: Orlando International, airport code: MCO, approximately 25 minute Uber ride away.
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Venue & Travel

Ritz-Carlton Orlando Resort, 4012 Central Florida Pkwy, Orlando, FL 32837. Phone: (407) 206-2400
We have secured a special discounted room rate for a block of rooms, allowing you to save hundreds on your accommodations $279/night.  Click here to check room availability and book your room at the reduced rate.
With the conference dates coinciding with the New Year, consider arriving a day or two early to celebrate in Orlando. Click here to check room availability.
Nearest airport: Orlando International, airport code: MCO, approximately 25 minute Uber ride away.
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Book My Room at Ritz-Carlton

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

3 Days 

Industry-leading Training

 15+ Hours 

Educational Sales Trainings

500+ Advisors 

Financial Professionals
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About COW College 2025

“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

Registration

$999

Register by December 1, 2024.
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FAQs

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What airport is closest to the Ritz-Carlton 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: There is an Orientation for Guests and Newer Members on Thursday from 3 to 5 pm.  Conference kicks off Thursday evening, January 2nd at 7 pm with the last session ending Saturday at 3pm, January 4th. You should be able to fly-in Thursday morning and fly-out Saturday afternoon.  Click here to review planned agenda.)
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Can I come in early to celebrate the New Year? (Answer: Yes, with the conference dates coinciding with the New Year, consider arriving a day or two early to celebrate in Orlando. Click here to check room availability and book your room at the reduced rate.)
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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 $279/night. Click here to check room availability and book your room at the reduced rate.)
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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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