Events Calendar

Times listed in Eastern Time.

Feb 27- FinancialGPS Session 5 (1-2:30)

Financial GPS Course with Starr Barnum Session dates: Jan 30, Feb 6, Feb 13, Feb 20, Feb 27, Mar 5 Tuesdays at 1-2:30 Eastern Learn how to help your prospects and clients know exactly where they are financially and visualize the ...
Learn More →

Mar 5 – FinancialGPS Session 6 (1-2:30)

Financial GPS Course with Starr Barnum Session dates: Jan 30, Feb 6, Feb 13, Feb 20, Feb 27, Mar 5 Tuesdays at 1-2:30 Eastern Learn how to help your prospects and clients know exactly where they are financially and visualize the ...
Learn More →

Mar 7 – 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 ...
Learn More →

Mar 11 – 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 →

Mar 11 – 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 →

Mar 14 – 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 →

May 16 – 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 19 – COW Showcase S1 (1-2:30)

COW Showcase Course Session dates: Mar 19, Mar 26, Apr 2, Apr 9, Apr 16, Apr 23 Tuesdays at 1-2:30 Eastern Learn from our team of executive coaches how they use the Circle of Wealth® to communicate with their clients ...
Learn More →

Mar 19-20 – Mentor Session 1 Dayton, TN

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 1 Logistics Dates: Mar 19-20 Class times: 1 to 8pm; 8am to ...
Learn More →

Mar 21 – 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 26 – COW Showcase S2 (1-2:30)

COW Showcase Course Session dates: Mar 19, Mar 26, Apr 2, Apr 9, Apr 16, Apr 23 Tuesdays at 1-2:30 Eastern Learn from our team of executive coaches how they use the Circle of Wealth® to communicate with their clients ...
Learn More →

Apr 2 – COW Showcase S3 (1-2:30)

COW Showcase Course Session dates: Mar 19, Mar 26, Apr 2, Apr 9, Apr 16, Apr 23 Tuesdays at 1-2:30 Eastern Learn from our team of executive coaches how they use the Circle of Wealth® to communicate with their clients ...
Learn More →

Apr 4 – 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 ...
Learn More →

Apr 9 – COW Showcase S4 (1-2:30)

COW Showcase Course Session dates: Mar 19, Mar 26, Apr 2, Apr 9, Apr 16, Apr 23 Tuesdays at 1-2:30 Eastern Learn from our team of executive coaches how they use the Circle of Wealth® to communicate with their clients ...
Learn More →

Apr 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 →

Apr 15 – 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 →

Apr 15 – 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 →

Apr 16 – COW Showcase S5 (1-2:30)

COW Showcase Course Session dates: Mar 19, Mar 26, Apr 2, Apr 9, Apr 16, Apr 23 Tuesdays at 1-2:30 Eastern Learn from our team of executive coaches how they use the Circle of Wealth® to communicate with their clients ...
Learn More →

Apr 18 – 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 23 – COW Showcase S6 (1-2:30)

COW Showcase Course Session dates: Mar 19, Mar 26, Apr 2, Apr 9, Apr 16, Apr 23 Tuesdays at 1-2:30 Eastern Learn from our team of executive coaches how they use the Circle of Wealth® to communicate with their clients ...
Learn More →

May 2 – 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 ...
Learn More →

May 6 – Roundtable – Jeremy Shipp (1-2)*

Roundtable Webinar training hosted from 1 to 2 p.m. Eastern Quarterly webinar hosted by our Team of Executive Coaches: Industry related topics Case studies Tips for implementing the Circle of Wealth®. All sessions are recorded Register to Receive Zoom Link Watch ...
Learn More →

May 9 – 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 →

May 15-16 – Mentor Session 2 ATL

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 15-16 Class times: 1 to 8pm; 8am to ...
Learn More →

May 20 – 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 →

May 20 – 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 →

May 21 – Retirement Plng Adv S1 (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 →

May 28- Retirement Plng Adv S2 (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 4 – Retirement Plng Adv S3 (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 11 – Retirement Plng Adv S4 (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 →

June 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 ...
Learn More →

June 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 →

Times listed in Eastern Time; click event title to learn more.

Feb 27- FinancialGPS Session 5 (1-2:30)

Mar 5 – FinancialGPS Session 6 (1-2:30)

Mar 7 – Orientation (2-2:30)*

Mar 11 – Time with the Founder (1-2)*

Mar 11 – COW Foundations (3-4)*

Mar 14 – Intro to Financial GPS (2-3)*

May 16 – Intro to Spending Game (2-2:30)*

Mar 19 – COW Showcase S1 (1-2:30)

Mar 19-20 – Mentor Session 1 Dayton, TN

Mar 21 – Intro to Spending Game (2-2:30)*

Mar 26 – COW Showcase S2 (1-2:30)

Apr 2 – COW Showcase S3 (1-2:30)

Apr 4 – Orientation (2-2:30)*

Apr 9 – COW Showcase S4 (1-2:30)

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

Apr 15 – Time with the Founder (1-2)*

Apr 15 – COW Foundations (3-4)*

Apr 16 – COW Showcase S5 (1-2:30)

Apr 18 – Intro to Spending Game (2-2:30)*

Apr 23 – COW Showcase S6 (1-2:30)

May 2 – Orientation (2-2:30)*

May 6 – Roundtable – Jeremy Shipp (1-2)*

May 9 – Intro to Financial GPS (2-3)*

May 15-16 – Mentor Session 2 ATL

May 20 – Time with the Founder (1-2)*

May 20 – COW Foundations (3-4)*

May 21 – Retirement Plng Adv S1 (1-2:30)

May 28- Retirement Plng Adv S2 (1-2:30)

Jun 4 – Retirement Plng Adv S3 (1-2:30)

Jun 11 – Retirement Plng Adv S4 (1-2:30)

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

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

Scroll to Top