2026 Training

Unlocking Advanced Retirement Planning Strategies + Case Studies

Build on your retirement planning foundation as Jeremy shares advanced sales techniques and real client case studies. Learn how to present solutions effectively and reposition client dollars for maximum efficiency—setting up your retiree clients for long-term financial success.
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About the Course

Learn How To...

  • Learn advanced sales techniques & how to present your solutions
  • Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
  • Keep clients on track using a one-page retirement income plan
  • How to work with HNWC & to manage more of their money

Demonstrate

  • Advanced techniques in the Spending Game 
  • Positioning annuities, life insurance, & investments as part of a holistic plan
  • Application of retirement planning strategies demonstrated via case studies
  • Your ongoing value as a trusted advisor by performing structured annual reviews

Resources

  • Six 90-minute live training sessions (via webinar)
    • Dates: Mar 10, Mar 17, Mar 24, Mar 31, Apr 7 & Apr 14
    • Time: 1:00–2:30 PM Eastern
  • Access to session recordings
  • Downloadable documents and worksheets
  • ​​​​​​​Ability to email coach(es) course related questions

About the Course

Learn How To...

  • Build on your fundamentals of retirement planning
  • Learn advanced sales techniques & how to present your solutions
  • Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
  • Keep clients on track using a one-page retirement income plan
  • How to work with HNWC & to manage more of their money

Demonstrate

  • Advanced techniques in the Spending Game 
  • Positioning annuities, life insurance, & investments as part of a holistic plan
  • Application of retirement planning strategies demonstrated via case studies
  • Your ongoing value as a trusted advisor by performing structured annual reviews

Resources

  • Six 90-minute live training sessions (via webinar)
    • Dates: Mar 10, Mar 17, Mar 24, Mar 31, Apr 7 & Apr 14
    • Time: 1:00–2:30 PM Eastern
  • Access to session recordings
  • Downloadable documents and worksheets
  • ​​​​​​​Ability to email coach(es) course related questions

 Coaches (Instructors): 

Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®, CEPA®

Executive Coach & Master Mentor
Connect with Jeremy on LinkedIn
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Learn more about Jeremy >

 Coaches (Instructors): 

Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®, CEPA®

Executive Coach & Master Mentor
Connect with Jeremy on LinkedIn
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Learn more about Jeremy >

Tuition​​​​​​​ 

$750

Starts March 10, 2026

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Note: This advanced course requires completion of Jeremy’s Retirement Planning Fundamentals course. You may add it during checkout.

Testimonials past attendees:

"I've attended Jeremy's Retirement Planning COW course, and I've found it the most valuable of all the COW courses I've taken so far and it has increased my income by 5 times since implementing it."

"Jeremy's class definitely increased my awareness on several retirement topics and how the Circle of Wealth can be very helpful in explaining the concepts."

"Jeremy has great ways of phrasing his questions and comments to clients. Just like when you listen to Don, you find a better way to say things!"

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