Times listed in Eastern Time.
Apr 20 – COW Foundations Certified Advisor S7 (12-1)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Apr 21 – Cash-Value Life Ins Adv w/Starr S1 (1-2:30)
Advisors often reference the benefits of cash-value life insurance without showing their full lifetime impact. Starr will demonstrate how to communicate these advantages through storytelling and Circle of Wealth® tools so clients understand how—and why—to use their cash value. Register ...
Learn More →
Apr 22 – Mentor Webinar w/Starr (1-2:30)
This session is for 2026 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class time: 1-2:30 p.m. Eastern Coaching with Starr Barnum All sessions are recorded Learn More About Mentor Program Already Enrolled ...
Learn More →
Apr 23 – 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 →
Apr 27 – COW Foundations Certified Advisor S8 (12-1)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Apr 28 – Cash-Value Life Ins Adv w/Starr S2 (1-2:30)
Advisors often reference the benefits of cash-value life insurance without showing their full lifetime impact. Starr will demonstrate how to communicate these advantages through storytelling and Circle of Wealth® tools so clients understand how—and why—to use their cash value. Register ...
Learn More →
Apr 29 – Discovery Webinar w/Starr (2-3)
Help Us Share the Circle of Wealth® Each month, we host a live Discovery Webinar designed to give prospective members a firsthand look at how the Circle of Wealth® system helps guide clients through powerful financial conversations—and how, when the ...
Learn More →
May 4 – COW Foundations S1 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
May 5 – Cash-Value Life Ins Adv w/Starr S3 (1-2:30)
Advisors often reference the benefits of cash-value life insurance without showing their full lifetime impact. Starr will demonstrate how to communicate these advantages through storytelling and Circle of Wealth® tools so clients understand how—and why—to use their cash value. Register ...
Learn More →
May 6 – In-House Workshop Financial GPS
Join us for a series of live, workshop-style Zoom sessions designed to help you get more confident using the Circle of Wealth® tools and Financial GPS in your client conversations. These are interactive sessions where you can ask questions throughout and see ...
Learn More →
May 7 – Orientation + Intro to PEM (2-2:30)*
New Member Orientation + Introduction to the Personal Economic Model 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 ...
Learn More →
May 11 – COW Foundations S2 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
May 11 – Reverse Mortgage Roundtable (2-3)*
Hear from Housing Wealth Experts Don Graves, RICP, CLTC and Paul Donohue, Mutual of Omaha Mortgage Area Manager, for this content rich session on Reverse Mortgages. Logistics Date: May 11, 2027 Time: 2 to 3 p.m. Presenters: Don Graves, RICP, CLTC ...
Learn More →
May 12 – Cash-Value Life Ins Adv w/Starr S4 (1-2:30)
Advisors often reference the benefits of cash-value life insurance without showing their full lifetime impact. Starr will demonstrate how to communicate these advantages through storytelling and Circle of Wealth® tools so clients understand how—and why—to use their cash value. Register ...
Learn More →
May 14 – Intro to Financial GPS Basics (2-2:30)*
Introduction to Financial GPS covering the Basics. In-house training webinar hosted from 2 to 2:30 p.m. Eastern. Role play Initial data entry Navigating the Personal Economic Model (PEM) view Answering the 4 Questions Overview of basic reports Opportunity to ask ...
Learn More →
May 18 – COW Foundations S3 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
May 18 – Time with the Founder (2-3)*
Time with the Founder Webinar training (2 to 3 p.m. Eastern) Join Don Blanton and the MoneyTrax Team each month for a live training webinar designed to help you implement the Circle of Wealth® system with confidence. Each session includes: ...
Learn More →
May 19 – Cash-Value Life Ins Adv w/Starr S5 (1-2:30)
Advisors often reference the benefits of cash-value life insurance without showing their full lifetime impact. Starr will demonstrate how to communicate these advantages through storytelling and Circle of Wealth® tools so clients understand how—and why—to use their cash value. Register ...
Learn More →
May 20 – Mentor Webinar w/Starr (1-2:30)
This session is for 2026 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class time: 1-2:30 p.m. Eastern Coaching with Starr Barnum All sessions are recorded Learn More About Mentor Program Already Enrolled ...
Learn More →
May 21 – Intro to Financial GPS Advanced Features (2-3)*
Introduction to Financial GPS covering Advanced Features. In-house training webinar hosted from 2 to 3 p.m. Eastern. Data Entry Tools: Advanced Options Online Confidential Questionnaire (OCQ) Client Conversation Enhancers: Uncovering and explaining Hazards Creating and comparing Revised Positions Reporting: Advanced ...
Learn More →
May 25 – COW Foundations S4 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
May 26 – Cash-Value Life Ins Adv w/Starr S6 (1-2:30)
Advisors often reference the benefits of cash-value life insurance without showing their full lifetime impact. Starr will demonstrate how to communicate these advantages through storytelling and Circle of Wealth® tools so clients understand how—and why—to use their cash value. Register ...
Learn More →
May 27 – In-House Workshop Time Value of Money Calc
Join us for a series of live, workshop-style Zoom sessions designed to help you get more confident using the Circle of Wealth® tools and Financial GPS in your client conversations. These are interactive sessions where you can ask questions throughout and see ...
Learn More →
May 28 – 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 →
Jun 1 – COW Foundations S5 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Jun 4 – Orientation + Intro to PEM (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 ...
Learn More →
Jun 8 – COW Foundations S6 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Jun 10 – In-House Workshop Financial GPS
Join us for a series of live, workshop-style Zoom sessions designed to help you get more confident using the Circle of Wealth® tools and Financial GPS in your client conversations. June 10, 12-1 p.m. EasternFinancial GPS: Answering the 4 Questions, Hazards & ...
Learn More →
Jun 11 – Intro to Financial GPS Basics (2-2:30)*
Introduction to Financial GPS covering the Basics. In-house training webinar hosted from 2 to 2:30 p.m. Eastern. Role play Initial data entry Navigating the Personal Economic Model (PEM) view Answering the 4 Questions Overview of basic reports Opportunity to ask ...
Learn More →
Jun 15 – Time with the Founder (2-3)*
Time with the Founder Webinar training (2 to 3 p.m. Eastern) Join Don Blanton and the MoneyTrax Team each month for a live training webinar designed to help you implement the Circle of Wealth® system with confidence. Each session includes: ...
Learn More →
Jun 17 – Mentor Webinar w/Starr (1-2:30)
This session is for 2026 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class time: 1-2:30 p.m. Eastern Coaching with Starr Barnum All sessions are recorded Learn More About Mentor Program Already Enrolled ...
Learn More →
Jun 18 – Intro to Financial GPS Advanced Features (2-3)*
Introduction to Financial GPS covering Advanced Features. In-house training webinar hosted from 2 to 3 p.m. Eastern. Data Entry Tools: Advanced Options Online Confidential Questionnaire (OCQ) Client Conversation Enhancers: Uncovering and explaining Hazards Creating and comparing Revised Positions Reporting: Advanced ...
Learn More →
Jun 24 – In-House Workshop Market History & Income Tax
Join us for a series of live, workshop-style Zoom sessions designed to help you get more confident using the Circle of Wealth® tools and Financial GPS in your client conversations. June 24, 12-12:30 p.m. EasternTool Time: Market History & Income TaxUse historical ...
Learn More →
Jun 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 →
June 29 – Roundtable w/Matt Rzepka (2-3)*
Hear from industry-leaders and our team of Executive Coaches – industry-related topics and tips for implementing the Circle of Wealth®. Logistics June 29 from 2 to 3 p.m. Matt Rzepka, CPA, CFP Topic: Tax Conversations to Have with Clients Right ...
Learn More →
Jul 8 – In-House Workshop Financial GPS
Join us for a series of live, workshop-style Zoom sessions designed to help you get more confident using the Circle of Wealth® tools and Financial GPS in your client conversations. July 8, 12-1 p.m. EasternFinancial GPS: Creating the Revised Position & Presenting ...
Learn More →
Jul 21-22 – Mentor Session Atlanta, GA
This session is for 2026 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class times: 1 to 6 p.m; 8 a.m. to 5 p.m. Location: Bryan College, 721 Bryan Drive, Dayton, TN 37321 ...
Learn More →
Jul 22-23 – Summer Workshop Dayton, TN
Join us July 22–23 in Dayton, TN for the Circle of Wealth® Summer Workshop—a focused day and a half of hands-on training designed to help you master the foundation of every great financial conversation. By the end of the workshop, ...
Learn More →
Jul 29 – In-House Workshop Cash Value Life Insurance ROR
Join us for a series of live, workshop-style Zoom sessions designed to help you get more confident using the Circle of Wealth® tools and Financial GPS in your client conversations. July 29, 12-12:30 p.m. EasternTool Time: Cash Value Life Insurance RORExplore how ...
Learn More →
Oct 6-7 – Mentor Session Atlanta, GA
This session is for 2026 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class times: 1 to 8 p.m; 8 a.m. to 12 p.m. Location & Hotel: Hilton Atlanta Airport, 1031 Virginia Ave, ...
Learn More →
Times listed in Eastern Time; click event title to learn more.