Times listed in Eastern Time.
Jan 15 – 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 →
Jan 20 – Business Owner Blueprint w/Matt S1 (1-2:30)
The right framework makes Circle of Wealth® irresistible to business owners. This course shows you how a simple shift turns every tool into a diagnostic that quickly reveals inefficiencies, hidden wealth transfers, and future tax exposure—leading business owners to say, ...
Learn More →
Jan 21 – 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 →
Jan 22 – 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 →
Jan 26 – Time with the Founder (2-3)*
Time with the Founder Webinar training hosted from 2 to 3 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 →
Jan 27 – Business Owner Blueprint w/Matt S2 (1-2:30)
The right framework makes Circle of Wealth® irresistible to business owners. This course shows you how a simple shift turns every tool into a diagnostic that quickly reveals inefficiencies, hidden wealth transfers, and future tax exposure—leading business owners to say, ...
Learn More →
Jan 29 – 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 →
Feb 3 – Business Owner Blueprint w/Matt S3 (1-2:30)
The right framework makes Circle of Wealth® irresistible to business owners. This course shows you how a simple shift turns every tool into a diagnostic that quickly reveals inefficiencies, hidden wealth transfers, and future tax exposure—leading business owners to say, ...
Learn More →
Feb 5 – 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 →
Feb 10 – Business Owner Blueprint w/Matt S4 (1-2:30)
The right framework makes Circle of Wealth® irresistible to business owners. This course shows you how a simple shift turns every tool into a diagnostic that quickly reveals inefficiencies, hidden wealth transfers, and future tax exposure—leading business owners to say, ...
Learn More →
Feb 11 – 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 →
Feb 12 – 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 →
Feb 17 – Business Owner Blueprint w/Matt S5 (1-2:30)
The right framework makes Circle of Wealth® irresistible to business owners. This course shows you how a simple shift turns every tool into a diagnostic that quickly reveals inefficiencies, hidden wealth transfers, and future tax exposure—leading business owners to say, ...
Learn More →
Feb 19 – 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 →
Feb 23 – Time with the Founder (2-3)*
Time with the Founder Webinar training hosted from 2 to 3 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 →
Feb 24 – Business Owner Blueprint w/Matt S6 (1-2:30)
The right framework makes Circle of Wealth® irresistible to business owners. This course shows you how a simple shift turns every tool into a diagnostic that quickly reveals inefficiencies, hidden wealth transfers, and future tax exposure—leading business owners to say, ...
Learn More →
Feb 26 – 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 →
Mar 3-4 – 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 →
Mar 5 – 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 →
Mar 10 – Retirement Planning Adv w/Jeremy S1 (1-2:30)
Build on your retirement planning foundation as Jeremy shares advanced sales techniques and real client case studies. Learn how to present solutions effectively and reposition client dollars for maximum efficiency—setting up your retiree clients for long-term financial success. Register Now ...
Learn More →
Mar 12 – 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 →
Mar 17 – Retirement Planning Adv w/Jeremy S2 (1-2:30)
Build on your retirement planning foundation as Jeremy shares advanced sales techniques and real client case studies. Learn how to present solutions effectively and reposition client dollars for maximum efficiency—setting up your retiree clients for long-term financial success. Register Now ...
Learn More →
Mar 19 – 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 →
Mar 23 – Time with the Founder (2-3)*
Time with the Founder Webinar training hosted from 2 to 3 p.m. Eastern Join us each month as Don Blanton shares valuable insights and inspiration. Don’t miss this opportunity to gain expert guidance directly from our founder: Sales ideas Tips ...
Learn More →
Mar 24 – Retirement Planning Adv w/Jeremy S3 (1-2:30)
Build on your retirement planning foundation as Jeremy shares advanced sales techniques and real client case studies. Learn how to present solutions effectively and reposition client dollars for maximum efficiency—setting up your retiree clients for long-term financial success. Register Now ...
Learn More →
Mar 25 – 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 →
Mar 26 – 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 →
Mar 31 – Retirement Planning Adv w/Jeremy S4 (1-2:30)
Build on your retirement planning foundation as Jeremy shares advanced sales techniques and real client case studies. Learn how to present solutions effectively and reposition client dollars for maximum efficiency—setting up your retiree clients for long-term financial success. Register Now ...
Learn More →
Apr 2 – 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 →
Apr 7 – Retirement Planning Adv w/Jeremy S5 (1-2:30)
Build on your retirement planning foundation as Jeremy shares advanced sales techniques and real client case studies. Learn how to present solutions effectively and reposition client dollars for maximum efficiency—setting up your retiree clients for long-term financial success. Register Now ...
Learn More →
Apr 9 – 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 →
Apr 13 – Time with the Founder (2-3)*
Time with the Founder Webinar training hosted from 2 to 3 p.m. Eastern Join us each month as Don Blanton shares valuable insights and inspiration. Don’t miss this opportunity to gain expert guidance directly from our founder: Sales ideas Tips ...
Learn More →
Apr 14- Retirement Planning Adv w/Jeremy S6 (1-2:30)
Build on your retirement planning foundation as Jeremy shares advanced sales techniques and real client case studies. Learn how to present solutions effectively and reposition client dollars for maximum efficiency—setting up your retiree clients for long-term financial success. Register Now ...
Learn More →
Apr 16 – 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 →
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 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 →
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 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 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 – Time with the Founder (2-3)*
Time with the Founder Webinar training hosted from 2 to 3 p.m. Eastern This Monday, come learn what’s new with the 2025 software release as we showcase the enhancements and answer your questions. Join us each month as Don Blanton ...
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 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 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 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 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 →
Times listed in Eastern Time; click event title to learn more.