Times listed in Eastern Time.
Aug 10 – Time with the Founder (2-3)*
Time with the Founder Webinar training (2 to 3 p.m. Eastern) Join Don Blanton and the MoneyTrax Team each month for a live training webinar designed to help you implement the Circle of Wealth® system with confidence. Each session includes: ...
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Aug 11 – COW Foundations S1 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Aug 13 – 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 – COW Foundations S2 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Aug 20 – 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 24 – Case Study w/George Gately (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 24th from 2 to 3 p.m. George Gately, Jr. Case: ...
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Aug 25 – COW Foundations S3 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Aug 26 – 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 →
Aug 27 – 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 1 – COW Foundations S4 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Sep 3 – 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 7 – Time with the Founder (2-3)*
Time with the Founder Webinar training (2 to 3 p.m. Eastern) Join Don Blanton and the MoneyTrax Team each month for a live training webinar designed to help you implement the Circle of Wealth® system with confidence. Each session includes: ...
Learn More →
Sep 8 – COW Foundations S5 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Sep 9 – Case Study w/Starr Barnum (2-3)*
Learn from a MoneyTrax Executive Coach, Starr Barnum, as he walks you through a client consultation, demonstrating his use of the Circle of Wealth® system and how it benefited their client. Logistics Sep 9th from 2 to 3 p.m. Starr ...
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Sep 10 – 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 – COW Foundations S6 (12-2)
COW Foundations is the complete starting point for financial advisors who want the knowledge, tools, and proven process behind the Circle of Wealth®. As a special bonus for 2026, tuition includes earning the Circle of Wealth® Certified Advisor designation. This ...
Learn More →
Sep 16 – 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 →
Sep 17 – 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 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 ...
Learn More →
Oct 1 – 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 →
Oct 6-7 – 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, ...
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Oct 8 – 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 →
Oct 12 – Time with the Founder (2-3)*
Time with the Founder Webinar training (2 to 3 p.m. Eastern) Join Don Blanton and the MoneyTrax Team each month for a live training webinar designed to help you implement the Circle of Wealth® system with confidence. Each session includes: ...
Learn More →
Oct 15 – 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 →
Oct 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 →
Oct 22 – 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 →
Nov 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 →
Nov 9 – 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 – 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 →
Nov 18 – 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 →
Nov 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 →
Nov 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 ...
Learn More →
Dec 3 – 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 →
Dec 7 – 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 9 – 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 →
Dec 10 – 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 →
Dec 17 – 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 →
Dec 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 →
Times listed in Eastern Time; click event title to learn more.