Times listed in Eastern Time.
Jan 27 – 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 ...
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Jan 28 – Find Money Accum w/Starr S1 (1-2:30)
From prospecting to close with the Circle of Wealth® tools: Learn how to effectively illustrate your clients’ future potential using the Financial GPS to enhance their understanding and engagement. Register Now – Your Investment: $750 Already Enrolled – Access Courses ...
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Feb 4 – Find Money Accum w/Starr S2 (1-2:30)
From prospecting to close with the Circle of Wealth® tools: Learn how to effectively illustrate your clients’ future potential using the Financial GPS to enhance their understanding and engagement. Register Now – Your Investment: $750 Already Enrolled – Access Courses ...
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Feb 6 – 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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Feb 10 – Roundtable Reverse Mortgages (2-3)*
Hear from industry-leaders and our team of Executive Coaches – industry-related topics and tips for implementing the Circle of Wealth®. Logistics February 10th from 2 to 3 p.m. Christine Jensen at Fairway Mortgage (About Christine) Topic: Reverse Mortgages All sessions ...
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Feb 11 – Find Money Accum w/Starr S3 (1-2:30)
From prospecting to close with the Circle of Wealth® tools: Learn how to effectively illustrate your clients’ future potential using the Financial GPS to enhance their understanding and engagement. Register Now – Your Investment: $750 Already Enrolled – Access Courses ...
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Feb 13 – 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 ...
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Feb 18 – Find Money Accum w/Starr S4 (1-2:30)
From prospecting to close with the Circle of Wealth® tools: Learn how to effectively illustrate your clients’ future potential using the Financial GPS to enhance their understanding and engagement. Register Now – Your Investment: $750 Already Enrolled – Access Courses ...
Learn More →
Feb 20 – 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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Feb 24 – 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 →
Feb 25 – Find Money Accum w/Starr S5 (1-2:30)
From prospecting to close with the Circle of Wealth® tools: Learn how to effectively illustrate your clients’ future potential using the Financial GPS to enhance their understanding and engagement. Register Now – Your Investment: $750 Already Enrolled – Access Courses ...
Learn More →
Mar 4-5 – 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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Mar 6 – 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 ...
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Mar 10 – Roundtable Working Retirees w/Jeremy (2-3)*
Hear from industry-leaders and our team of Executive Coaches – industry-related topics and tips for implementing the Circle of Wealth®. Logistics March 10th from 2 to 3 p.m. Jeremy Shipp, CFP®, CLU®, RICP®, WMCP® Topic: Working with Retirees All sessions ...
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Mar 11 – Find Money Accum w/Starr S6 (1-2:30)
From prospecting to close with the Circle of Wealth® tools: Learn how to effectively illustrate your clients’ future potential using the Financial GPS to enhance their understanding and engagement. Register Now – Your Investment: $750 Already Enrolled – Access Courses ...
Learn More →
Mar 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 ...
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Mar 13 – 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 →
Mar 18 – Find Money Retirees w/Jeremy S1 (1-2:30)
Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects. Register Now – Your Investment: $750 Already Enrolled – Access Courses Dates: Mar 18, Mar 25, Apr ...
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Mar 20 – 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 24 – 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 25 – Find Money Retirees w/Jeremy S2 (1-2:30)
Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects. Register Now – Your Investment: $750 Already Enrolled – Access Courses Dates: Mar 18, Mar 25, Apr ...
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Apr 1 – Find Money Retirees w/Jeremy S3 (1-2:30)
Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects. Register Now – Your Investment: $750 Already Enrolled – Access Courses Dates: Mar 18, Mar 25, Apr ...
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Apr 7 – Case Study w/Rob Ziebart (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 April 7th from 2 to 3 p.m. Rob Ziebart (About Rob) ...
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Apr 8 – Find Money Retirees w/Jeremy S4 (1-2:30)
Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects. Register Now – Your Investment: $750 Already Enrolled – Access Courses Dates: Mar 18, Mar 25, Apr ...
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Apr 15 – Find Money Retirees w/Jeremy S5 (1-2:30)
Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects. Register Now – Your Investment: $750 Already Enrolled – Access Courses Dates: Mar 18, Mar 25, Apr ...
Learn More →
Apr 22 – Find Money Retirees w/Jeremy S6 (1-2:30)
Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects. Register Now – Your Investment: $750 Already Enrolled – Access Courses Dates: Mar 18, Mar 25, Apr ...
Learn More →
Apr 29-30 – Mentor Session San Diego, CA
This session is for 2025 Mentor Program group members. The Mentor Program is our most in-depth and extensive training program. Class times: 1-8pm; 8am-2pm Training location: LifePro Training Facility, 11512 El Camino Real, Suite 100, San Diego, CA 92130 Nearby ...
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May 6 – Prove It SGF w/Brian S1 (1-2:15)
Learn how to use the Spending Game tool to accelerate understanding of your proposed financial solutions, reinforce your recommendations with mathematical proof and dynamic visuals and connect Circle of Wealth® concepts directly to your client’s finances. Register Now – Your ...
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May 7 – 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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Jun 18 – 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 →
Jul 14-17 – Spending Game School Dayton, TN
Take your “Game” to the next level with our Spending Game Summer School where you will fully Immerse yourself in case creation, presentation, and validation of case theory. Register Now – Your Investment: $4,000 Already Enrolled – Access Courses Dates: ...
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Jul 23 – 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 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 →
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 →
Oct 14-15 – Mentor Session Dayton, TN
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: Bryan College Dayton, TN & Don’s house for ...
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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 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 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.