Times listed in Eastern Time.
Sep 19 – 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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Sep 23 – Accelerator Course S1 (1-2)
5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Sep 23, Sep 24, Sep 25, Sep 26 & Sep 27 1-2 Eastern Note: This course is included with new subscriber’s start up cost; email [email protected] to request ...
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Sep 24 – Accelerator Course S2 (1-2)
5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Sep 23, Sep 24, Sep 25, Sep 26 & Sep 27 1-2 Eastern Note: This course is included with new subscriber’s start up cost; email [email protected] to request to ...
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Sep 25 – Accelerator Course S3 (1-2)
5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Sep 23, Sep 24, Sep 25, Sep 26 & Sep 27 1-2 Eastern Note: This course is included with new subscriber’s start up cost; email [email protected] to request ...
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Sep 26 – Accelerator Course S4 (1-2)
5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Sep 23, Sep 24, Sep 25, Sep 26 & Sep 27 1-2 Eastern Note: This course is included with new subscriber’s start up cost; email [email protected] to request ...
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Sep 27 – Accelerator Course S5 (1-2)
5-Hour Accelerator Course with Don Blanton & the MoneyTrax Team Session dates: Sep 23, 24, 25, 26 & 27 1-2 Eastern Note: This course is included with new subscriber’s start up cost; email [email protected] to request to join. Coaching course ...
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Sep 30 – Early Bird Expires COW College ’25
September 30th is the last day to get Early Bird discounted pricing for COW College 2025 – Circle of Wealth® Annual Advisor Conference January 2-4, 2025 Ritz-Carlton Resort Orlando Florida Early bird saves you $500 off the at the door ...
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Oct 3 – 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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Oct 10 – 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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Oct 15-16 – Mentor Session 3 DEN
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 ...
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Oct 17 – 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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Oct 21 – 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 with special guest, Matt Kennedy: Sales ideas Tips for implementing the Circle of Wealth® Opportunity to ask questions directly to Don ...
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Oct 21 – 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 ...
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Nov 7 – 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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Nov 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 ...
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Nov 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 →
Nov 13 – Mentor Webinar w/Starr (1-2:30)
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
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Nov 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 →
Nov 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 →
Dec 5 – 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 →
Dec 9 – 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 →
Dec 9 – 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 →
Dec 11 – Mentor Webinar w/Starr (1-2:30)
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
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Dec 12 – 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 →
Dec 19 – 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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Jan 2-4 – COW College 2025
Circle of Wealth® Annual Advisor Conference January 2-4, 2025 Ritz-Carlton Resort Orlando Florida Learn More & Register to Attend Already Enrolled – Access Resources
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Times listed in Eastern Time; click event title to learn more.