Events Calendar

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 ...

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 2 Logistics Dates: May 14-15 Class times: 1 to 8pm; 8am to 2pm Local ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

This workshop is geared toward new and seasoned members who want to learn how to utilize the Circle of Wealth® tools to better serve their clients.  During this two-day workshop, Don will teach you how to utilize the Circle of Wealth® to ...

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 ...

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 ...

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 ...

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

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 ...

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 ...

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 ...

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 ...

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 ...

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

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

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 ...

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

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