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 designed to transform your client conversations and elevate your results.
Choose the experience that fits you best:
- Option 1: Live in Orlando — Join us January 6–8, 2026 at the beautiful Hyatt Grand Cypress for hands-on sessions, networking, and inspiration.
- Option 2: Video Experience — Can’t travel? Get full access to the recordings and learn at your own pace.
Click here to learn more about COW College 2026.
Software & Membership
Software & Membership
Get full access to the complete Circle of Wealth® system — a powerful suite of client-ready presentations, calculators, and training tools designed to help you communicate financial concepts with clarity and confidence.
Your membership includes:
Your membership includes:
- Waived $500 start-up fee
- 12 months of full software access
- 1-hour private onboarding session
- Self-guided training course
- Exclusive access to the members-only content & resource library
- Continuous software updates and enhancements
2026 Coaching Course
2026 Coaching Course
Learn While You Earn — keep the momentum going all year long with one of our upcoming interactive coaching courses. Each program is designed to help you deepen your skills, master the Circle of Wealth® tools, and apply proven strategies directly in your practice.
Tentative 2026 Courses include:
- 10-Step Accelerator Course
- Retirement Planning: Advanced Case Studies
- Circle of Wealth for Business Owners
- Wealth Transfers & Alternative Strategies
- Reverse Mortgage Course
Super Bundle participants will choose their course after COW College 2026, allowing you to select the program that best aligns with your goals 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 designed to transform your client conversations and elevate your results.
Choose the experience that fits you best:
- Option 1: Live in Orlando — Join us January 6–8, 2026 at the beautiful Hyatt Grand Cypress for hands-on sessions, networking, and inspiration.
- Option 2: Video Experience — Can’t travel? Get full access to the recordings and learn at your own pace.
Click here to learn more about COW College 2026.
Software & Membership
Software & Membership
Get full access to the complete Circle of Wealth® system — a powerful suite of client-ready presentations, calculators, and training tools designed to help you communicate financial concepts with clarity and confidence.
Your membership includes:
Your membership includes:
- Waived $500 start-up fee
- 12 months of full software access
- 1-hour private onboarding session
- Self-guided training course
- Exclusive access to the members-only content & resource library
- Continuous software updates and enhancements
2026 Coaching Course
2026 Coaching Course
Learn While You Earn — keep the momentum going all year long with one of our upcoming interactive coaching courses. Each program is designed to help you deepen your skills, master the Circle of Wealth® tools, and apply proven strategies directly in your practice.
Tentative 2026 Courses include:
- 10-Step Accelerator Course
- Retirement Planning: Advanced Case Studies
- Circle of Wealth for Business Owners
- Wealth Transfers & Alternative Strategies
- Reverse Mortgage Course
Super Bundle participants will choose their course after COW College 2026, allowing you to select the program that best aligns with your goals for the year ahead.
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:
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Biggest Savings – Get all three for one low price, saving over $2,000 compared to purchasing separately (retail value: $4,348).
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Clear Next Steps – Start with COW College, implement with the software, and stay sharp with advanced training.
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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.