Times listed in Eastern Time.
Jul 21 – 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 ...
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Jul 30 – Mentor Webinar w/Starr (1-2)
This session is for 2025 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class time: 1-2 p.m. Eastern Coaching with Starr Barnum All sessions are recorded Learn More About Mentor Program Already Enrolled ...
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Jul 24 – 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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Aug 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 ...
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Aug 11 – Case Study w/Kayla Puchko Stephenson (2-3)*
Learn from a MoneyTrax Master Mentor as they walk through a client consultation, demonstrating their use of the Circle of Wealth® system and how it benefited their client. Logistics August 11th from 2 to 3 p.m. Kayla Puchko Stephenson Case: To ...
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Aug 13 – Mentor Webinar w/Starr (1-2)
This session is for 2025 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class time: 1-2 p.m. Eastern Coaching with Starr Barnum All sessions are recorded Learn More About Mentor Program Already Enrolled ...
Learn More →
Aug 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 ...
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Aug 18 – 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 →
Aug 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 ...
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Aug 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 →
Sep 4 – 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 →
Sep 8 – Tax Roundtable w/Matt (2-3)*
Hear from industry-leaders and our team of Executive Coaches – industry-related topics and tips for implementing the Circle of Wealth®. Logistics Date: Monday, September 8 Time: 2 to 3 p.m. Presenter: Matt Rzepka, CPA Discussion Topics: Key tax changes in ...
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Sep 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 →
Sep 15 – 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 →
Sep 17 – Mentor Webinar w/Starr (1-2)
This session is for 2025 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class time: 1-2 p.m. Eastern Coaching with Starr Barnum All sessions are recorded Learn More About Mentor Program Already Enrolled ...
Learn More →
Sep 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 →
Sep 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 →
Oct 6 – 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 →
Oct 14-15 – Mentor Session Atlanta, GA
This session is for 2025 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, ...
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Oct 22 – Mentor Webinar w/Starr (1-2)
This session is for 2025 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class time: 1-2 p.m. Eastern Coaching with Starr Barnum All sessions are recorded Learn More About Mentor Program Already Enrolled ...
Learn More →
Nov 10 – 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 →
Nov 12 – Mentor Webinar w/Starr (1-2)
This session is for 2025 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class time: 1-2 p.m. Eastern Coaching with Starr Barnum All sessions are recorded Learn More About Mentor Program Already Enrolled ...
Learn More →
Dec 8 – 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 →
Dec 10 – Mentor Webinar w/Starr (1-2)
This session is for 2025 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class time: 1-2 p.m. Eastern Coaching with Starr Barnum All sessions are recorded Learn More About Mentor Program Already Enrolled ...
Learn More →
Times listed in Eastern Time; click event title to learn more.