Be a Trusted Financial Expert
The Circle of Wealth® Super Bundle
The Circle of Wealth® Super Bundle
Your Complete Success Path for 2026—All in One Bundle
Kick off the year with the tools, training, and coaching that will fuel your growth. This exclusive bundle combines the three essentials every financial professional needs to accelerate success:
- COW College 2026
- Circle of Wealth® Software + 12-Month Membership
- 2026 Coaching Course
All together, that’s a retail value of $4,348—but with the bundle, you’ll save over $2,000 and lock in your path to growth for the year ahead.
What's Included
What's Included
COW College 2026
COW College 2026
Three days of immersive training, practical tools, and breakthrough ideas that will transform your client conversations.
You get to choose from:
Click here to learn more about COW College 2026.
You get to choose from:
- Option 1: Live Attendance in Orlando, January 6–8, 2026
- Option 2: The Video Experience, if you can’t travel
Click here to learn more about COW College 2026.
Software & Membership
Software & Membership
Full access to the complete Circle of Wealth® system of client-ready presentations, calculators, and training.
Your membership includes:
Your membership includes:
- A waived $500 startup fee
- 12 months of subscription
- Access to the members-only training content and resource library
- Ongoing software updates
2026 Coaching Course
2026 Coaching Course
Learn While You Earn – Keep the momentum going all year with one of our upcoming courses.
Tentative courses include:
Bundle participants will pick their course after COW College 2026.
Tentative courses include:
- 10-Step Accelerator Course
- Retirement Planning Advanced Case Studies
- COW Tools That Close the Gap
- Wealth Transfers and Alternative Strategies
- Reverse Mortgage Course
Bundle participants will pick their course after COW College 2026.
What's Included
What's Included
COW College 2026
COW College 2026
Three days of immersive training, practical tools, and breakthrough ideas that will transform your client conversations.
You get to choose from:
Click here to learn more about COW College 2026.
You get to choose from:
- Option 1: Live Attendance in Orlando, January 6–8, 2026
- Option 2: The Video Experience, if you can’t travel
Click here to learn more about COW College 2026.
Software & Membership
Software & Membership
Full access to the complete system of client-ready presentations, calculators, and training.
Your membership includes:
Your membership includes:
- A waived $500 startup fee
- 12 months of software subscription
- Access to the members-only training content and resource library
- Ongoing software updates
2026 Coaching Course
2026 Coaching Course
Learn While You Earn – Keep the momentum going all year with one of our upcoming courses.
Tentative courses include:
Bundle participants will pick their course after COW College 2026.
Tentative courses include:
- 10-Step Accelerator Course
- Retirement Planning Advanced Case Studies
- COW Tools That Close the Gap
- Wealth Transfers and Alternative Strategies
- Reverse Mortgage Course
Bundle participants will pick their course after COW College 2026.
Why the Super Bundle?
Why the Super Bundle?
Everything you need to start strong, build momentum, and keep growing in 2026—all in one package:
check_box
Biggest Savings – Get all three for one low price, saving over $2,000 compared to purchasing separately (retail value: $4,348).
check_box
Clear Next Steps – Start with COW College, implement with the software, and stay sharp with advanced training.
check_box
Proven Momentum – Advisors who combine events, tools, and coaching see faster growth, more client wins, and more confidence in the process.
Transform How You Communicate with Clients
Transform How You Communicate with Clients
With the right tools, the right coaching, and the right community, 2026 can be the year you build unstoppable momentum and create breakthroughs for your clients and your practice!
With the right tools, the right coaching, and the right community, 2026 can be the year you build unstoppable momentum and create breakthroughs for your clients and your practice!
Bundle Price: $1,999
Bundle Price: $1,999
Select Your Bundle
Select Your Bundle
Option 1 – In-Person Super Bundle
Option 1 – In-Person Super Bundle
- COW College 2026, Jan 6–8 in Orlando
- Circle of Wealth® software + 1 year subscription
- 2026 Coaching Course of your choice
Option 2 – Video Super Bundle
Option 2 – Video Super Bundle
- COW College 2026 Video Option
- Circle of Wealth® software + 1 year subscription
- 2026 Coaching Course of your choice
Start 2026 strong—reserve your COW College spot now and lock in bundle pricing before it’s gone.
Start 2026 strong—reserve your COW College spot now and lock in bundle pricing before it’s gone.