Events Calendar

Times listed in Eastern Time.

Jun 13 – Intro to Financial GPS (2-3)*

Introduction to Financial GPS Webinar training hosted from 2 to 3 p.m. Eastern Monthly webinar hosted by our in-house Support Team: OCQ Link (Online Confidential Questionnaire) Adding your client’s financial data Answering 4 Important Questions Creating current and revised positions ...
Learn More →

Jun 17 – Time with the Founder (1-2)*

Time with the Founder Webinar training hosted from 1 to 2 p.m. Eastern Monthly webinar hosted by Don Blanton with special guest, Matt Kennedy: Sales ideas Tips for implementing the Circle of Wealth® Opportunity to ask questions directly to Don ...
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Jun 17 – COW Foundations (3-4)*

Circle of Wealth® Webinar training hosted from 3 to 4 p.m. Eastern Monthly webinar for new members hosted by Don Blanton: Core philosophy 10-Step Introduction Opportunity to ask questions directly to Don All sessions are recorded Register to Receive Zoom ...
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Jun 18 – Retirement Plng Adv S5 (1-2:30)

Retirement Planning Advanced Course with Jeremy Shipp Session dates: May 21, May 28, Jun 4, Jun 11, Jun 18, & Jun 25 Tuesdays at 1-2:30 Eastern Learn advanced sales techniques, how to present your solutions, and ways to move your ...
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Jun 19 – Mentor Webinar w/Don (1-2)

Mentor Program 2024 – Coaching Webinars  Coaching with Don Blanton Class time: 1-2 p.m.  Eastern All sessions are recorded Learn More About Mentor Program Already Enrolled – Access Courses
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Jun 20 – Intro to Spending Game (2-2:30)*

Introduction to Spending Game Webinar training hosted from 2 to 2:30 p.m. Eastern Monthly webinar hosted by our in-house Support Team: Explain the purpose of Spending Game Review Sections: Overview, Accounts, Cash-flows, Visualizations & Reports Initial Steps to Create a ...
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Jun 24 – Accelerator Course S1 (1-2)

5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Jun 24, Jun 25, Jun 26, Jun 27, Jun 28 1-2 Eastern Coaching course designed to help you quickly and successfully implement the Circle of Wealth®: The proven ...
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Jun 25 – Retirement Plng Adv S6 (1-2:30)

Retirement Planning Advanced Course with Jeremy Shipp Session dates: May 21, May 28, Jun 4, Jun 11, Jun 18, & Jun 25 Tuesdays at 1-2:30 Eastern Learn advanced sales techniques, how to present your solutions, and ways to move your ...
Learn More →

Jun 25 – Accelerator Course S2 (1-2)

5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Jun 24, Jun 25, Jun 26, Jun 27, Jun 28 1-2 Eastern Coaching course designed to help you quickly and successfully implement the Circle of Wealth®: The proven ...
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Jun 26 – Accelerator Course S3 (1-2)

5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Jun 24, Jun 25, Jun 26, Jun 27, Jun 28 1-2 Eastern Coaching course designed to help you quickly and successfully implement the Circle of Wealth®: The proven ...
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Jun 27 – Accelerator Course S4 (1-2)

5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Jun 24, Jun 25, Jun 26, Jun 27, Jun 28 1-2 Eastern Coaching course designed to help you quickly and successfully implement the Circle of Wealth®: The proven ...
Learn More →

Jun 28 – Accelerator Course S5 (1-2)

5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Jun 24, Jun 25, Jun 26, Jun 27, Jun 28 1-2 Eastern Coaching course designed to help you quickly and successfully implement the Circle of Wealth®: The proven ...
Learn More →

Jul 9 – Mentor Webinar w/Don (1-2)

Mentor Program 2024 – Coaching Webinars  Coaching with Don Blanton Class time: 1-2 p.m.  Eastern All sessions are recorded Learn More About Mentor Program Already Enrolled – Access Courses
Learn More →

Jul 11 – Intro to Financial GPS (2-3)*

Introduction to Financial GPS Webinar training hosted from 2 to 3 p.m. Eastern Monthly webinar hosted by our in-house Support Team: OCQ Link (Online Confidential Questionnaire) Adding your client’s financial data Answering 4 Important Questions Creating current and revised positions ...
Learn More →

Jul 15-19 – Spending Game School

Take your “Game” to the next level with our Spending Game Summer School where you will fully Immerse yourself in case creation, presentation, and validation of case theory. Register Now – Your Investment: $4,000 Already Enrolled – Access Courses Dates: ...
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Jul 22 – Time with the Founder (1-2)*

Time with the Founder Webinar training hosted from 1 to 2 p.m. Eastern Monthly webinar hosted by Don Blanton: Sales ideas Tips for implementing the Circle of Wealth® Opportunity to ask questions directly to Don All sessions are recorded Register ...
Learn More →

Jul 22 – COW Foundations (3-4)*

Circle of Wealth® Webinar training hosted from 3 to 4 p.m. Eastern Monthly webinar for new members hosted by Don Blanton: Core philosophy 10-Step Introduction Opportunity to ask questions directly to Don All sessions are recorded Register to Receive Zoom ...
Learn More →

Jul 24 – Mentor Webinar w/Starr (1-2:30)

Mentor Program 2024 – Coaching Webinars  Coaching with Starr Barnum Step 8: Private Reserve Strategy Step 9: 10-Minute Lesson Class time: 1-2:30 p.m.  Eastern All sessions are recorded Learn More About Mentor Program Already Enrolled – Access Courses
Learn More →

Jul 25 – Intro to Spending Game (2-2:30)*

Introduction to Spending Game Webinar training hosted from 2 to 2:30 p.m. Eastern Monthly webinar hosted by our in-house Support Team: Explain the purpose of Spending Game Review Sections: Overview, Accounts, Cash-flows, Visualizations & Reports Initial Steps to Create a ...
Learn More →

Aug 1 – Orientation (2-2:30)*

New Member Orientation Webinar training hosted from 2 to 2:30 p.m. Eastern Monthly webinar hosted by our in-house Support Team: Software orientation Recommended training path Review of included resources Personal Economic Model® training Opportunity to ask questions All sessions are ...
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Aug 7 – Mentor Webinar w/Don (1-2)

Mentor Program 2024 – Coaching Webinars  Coaching with Don Blanton Class time: 1-2 p.m.  Eastern All sessions are recorded Learn More About Mentor Program Already Enrolled – Access Courses
Learn More →

Aug 8 – Intro to Financial GPS (2-3)*

Introduction to Financial GPS Webinar training hosted from 2 to 3 p.m. Eastern Monthly webinar hosted by our in-house Support Team: OCQ Link (Online Confidential Questionnaire) Adding your client’s financial data Answering 4 Important Questions Creating current and revised positions ...
Learn More →

Aug 12 – Time with the Founder (1-2)*

Time with the Founder Webinar training hosted from 1 to 2 p.m. Eastern Monthly webinar hosted by Don Blanton: Sales ideas Tips for implementing the Circle of Wealth® Opportunity to ask questions directly to Don All sessions are recorded Register ...
Learn More →

Aug 12 – COW Foundations (3-4)*

Circle of Wealth® Webinar training hosted from 3 to 4 p.m. Eastern Monthly webinar for new members hosted by Don Blanton: Core philosophy 10-Step Introduction Opportunity to ask questions directly to Don All sessions are recorded Register to Receive Zoom ...
Learn More →

Aug 15-16 – Alumni Training Dayton, TN

Exclusive two-day training session for our Mentor and COW College Alumni to promote advanced Circle of Wealth® continuing education and elite advisor comradery. Come enhance your communication skills while connecting with other like-minded professionals and Don buddy. Register Now – Your ...
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Aug 15 – Intro to Spending Game (2-2:30)*

Introduction to Spending Game Webinar training hosted from 2 to 2:30 p.m. Eastern Monthly webinar hosted by our in-house Support Team: Explain the purpose of Spending Game Review Sections: Overview, Accounts, Cash-flows, Visualizations & Reports Initial Steps to Create a ...
Learn More →

Aug 21 – Mentor Webinar w/Starr (1-2:30)

Mentor Program 2024 – Coaching Webinars  Coaching with Starr Barnum Step 8: Private Reserve Strategy Step 9: 10-Minute Lesson Class time: 1-2:30 p.m.  Eastern All sessions are recorded Learn More About Mentor Program Already Enrolled – Access Courses
Learn More →

Sep 4 – Mentor Webinar w/Don (1-2)

Mentor Program 2024 – Coaching Webinars  Coaching with Don Blanton Class time: 1-2 p.m.  Eastern All sessions are recorded Learn More About Mentor Program Already Enrolled – Access Courses
Learn More →

Sep 18 – Mentor Webinar w/Starr (1-2:30)

Mentor Program 2024 – Coaching Webinars  Coaching with Starr Barnum Step 8: Private Reserve Strategy Step 9: 10-Minute Lesson Class time: 1-2:30 p.m.  Eastern All sessions are recorded Learn More About Mentor Program Already Enrolled – Access Courses
Learn More →

Oct 15-16 – Mentor Session 3 DEN

The Mentor Program is our most in-depth and extensive training program. This year is extra special as Don Blanton and Starr Barnum team up together.  Session 3 Logistics Dates: Oct 15-16 Class times: 1 to 8pm; 8am to 2pm Local Time ...
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Nov 13 – Mentor Webinar w/Starr (1-2:30)

Mentor Program 2024 – Coaching Webinars  Coaching with Starr Barnum Step 8: Private Reserve Strategy Step 9: 10-Minute Lesson Class time: 1-2:30 p.m.  Eastern All sessions are recorded Learn More About Mentor Program Already Enrolled – Access Courses
Learn More →

Dec 11 – Mentor Webinar w/Starr (1-2:30)

Mentor Program 2024 – Coaching Webinars  Coaching with Starr Barnum Step 8: Private Reserve Strategy Step 9: 10-Minute Lesson Class time: 1-2:30 p.m.  Eastern All sessions are recorded Learn More About Mentor Program Already Enrolled – Access Courses
Learn More →

Jan 2-4 – COW College 2025

Circle of Wealth® Annual Advisor Conference January 2-4, 2025 Ritz-Carlton Resort Orlando Florida Attend in-person or purchase the video recordings option Register to Attend or Get the Videos Already Enrolled – Access Resources
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Times listed in Eastern Time; click event title to learn more.

Jun 13 – Intro to Financial GPS (2-3)*

Jun 17 – Time with the Founder (1-2)*

Jun 17 – COW Foundations (3-4)*

Jun 18 – Retirement Plng Adv S5 (1-2:30)

Jun 19 – Mentor Webinar w/Don (1-2)

Jun 20 – Intro to Spending Game (2-2:30)*

Jun 24 – Accelerator Course S1 (1-2)

Jun 25 – Retirement Plng Adv S6 (1-2:30)

Jun 25 – Accelerator Course S2 (1-2)

Jun 26 – Accelerator Course S3 (1-2)

Jun 27 – Accelerator Course S4 (1-2)

Jun 28 – Accelerator Course S5 (1-2)

Jul 9 – Mentor Webinar w/Don (1-2)

Jul 11 – Intro to Financial GPS (2-3)*

Jul 15-19 – Spending Game School

Jul 22 – Time with the Founder (1-2)*

Jul 22 – COW Foundations (3-4)*

Jul 24 – Mentor Webinar w/Starr (1-2:30)

Jul 25 – Intro to Spending Game (2-2:30)*

Aug 1 – Orientation (2-2:30)*

Aug 7 – Mentor Webinar w/Don (1-2)

Aug 8 – Intro to Financial GPS (2-3)*

Aug 12 – Time with the Founder (1-2)*

Aug 12 – COW Foundations (3-4)*

Aug 15-16 – Alumni Training Dayton, TN

Aug 15 – Intro to Spending Game (2-2:30)*

Aug 21 – Mentor Webinar w/Starr (1-2:30)

Sep 4 – Mentor Webinar w/Don (1-2)

Sep 18 – Mentor Webinar w/Starr (1-2:30)

Oct 15-16 – Mentor Session 3 DEN

Nov 13 – Mentor Webinar w/Starr (1-2:30)

Dec 11 – Mentor Webinar w/Starr (1-2:30)

Jan 2-4 – COW College 2025

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