January 8-10, 2015

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Conference Overview

COW College is where we introduce the latest software innovations, client presentations, training, marketing tools, and advanced case design ideas. This event also offers a unique platform where you can learn about or share new ideas directly with the entire MoneyTrax team who will be onsite to serve you. We are very interested in hearing your comments and we often take the ideas expressed at COW College and add them right into the system!

This event is not your typical "user’s conference" focused only on the software. As a training institution, MoneyTrax has been carefully listening to the needs of the industry and offering some of the best training available. Choose from up to 20 breakout sessions taught by some of the most talented people in the business. Each breakout topic and general session are based on what our users have asked us to provide.

COW College is really all about you and we want to make sure every minute is of the highest value. We have no "vendor sponsorships" and enforce a strict "no recruitment" policy — so you can feel comfortable that this is a safe event for you and your staff to attend.

Why You Don't Want to Miss This Industry Leading Event!

  • Learn about the top client-centered presentation system on the market today that can dramatically impact the success of your practice.
  • Network with over a thousand of the top financial professionals using the Circle of Wealth® system and Personal Economic Model®.
  • Three days with Don Blanton, MoneyTrax Founder, and other industry leading trainers is a great way to jump-start your year!
  • Attend breakout sessions on client presentations, case design, marketing, & more.
  • Opportunity to see Don Blanton on stage doing a live client meeting!
  • Take advantage of COW College discounted pricing on products and trainings.

Welcome Message from the President

It is hard to believe - but yes, it is time for you to start thinking about COW College 2015. We have been thinking about it since you left COW College last year and we are very excited about seeing you in Orlando January 8th-10th.

In addition to our stellar breakouts taught only by master mentors, this year’s event will focus on the new release of the Spending Game which is something many have been anxious to have for some time. The Spending Game is one of our most powerful modules and gives you a one up on all the competition. As I like to say it is "Excel® on steroids" and if you have not yet made it part of your practice this is the year to "Get in the Game" with the Spending Game.

The Personal Economic Model® has visually connected every step in the Circle of Wealth® system and has made a huge impact helping our system users communicate with their prospects and clients even more effectively. You will love the new enhancements and visual additions.

As usual, there will be a lot going on at COW College 2015 in Orlando. There is no better place for you to be to kick start "the best year you have ever had in the business." I look forward to seeing you in 2015 and hearing of your success in 2014.

Don Blanton
President and Founder
MoneyTrax, Inc.

Don Blanton


What Can You Expect by Attending COW College 2015?

Freshmen (System Subscribers - First Paid Attendance)

The entire MoneyTrax family welcomes you, and we look forward to meeting you in person! Your COW College journey begins on Thursday afternoon with the founder of MoneyTrax and Circle of Wealth® creator, Don Blanton. Don will personally take you on a guided tour of the system and client process.

We have a carefully planned track so you can hear from our most successful users, learn about and receive the latest system tools, and speak with our development team so we know what you need to be successful.

Please Note: All freshmen are REQUIRED to attend the pre-conference system overview on Thursday, January 8th, from 1pm - 5pm.

Sophomores, Juniors and Seniors (System Subscribers - 2nd, 3rd, or 4th Paid Attendance)

Our promise to all classmen is to significantly exceed your expectations and bring you more value each year you attend. By attending prior COW Colleges, you are already aware of the “experience”.

Alumni* (System Subscribers - Graduated & Received Your Bell)

We encourage all of our alumni to attend this year and thank you for supporting MoneyTrax. We look forward to hearing your feedback on ways to improve the system and what we need to do to continue to make the Circle of Wealth® the best client presentation system in the industry!

There is no deadline for Alumni to register; however, we must give the hotel final counts in advance. To help us properly accommodate food and space, we ask our Alumni to please register by November 15th. This will save us time and money in planning for COW College. - Thank you!

* One feature of COW College is that you graduate after attending four (4) conferences as a fully paid attendee (Guest year of attendance does not count toward the four.) If you do not remember your status, please contact our support team at 321-369-9470 option 2, or via email at

Welcome Guests!

COW College is attended by the top financial professionals from around the country. Our guests have the opportunity to experience MoneyTrax’s unique culture and witness the profound effect the Circle of Wealth® system can have on their practice and their client’s financial future. If you are a financial professional who does not subscribe to the Circle of Wealth® system and you have never previously attended COW College or a Basic Training School, then you are invited to attend as our guest. There are several "Guest Categories," please be sure to register under the correct category to help us better serve you. If you have any questions, call 321-369-9470 option 2.

Category 1: Qualified Guest (Special $350 Rate)

A “Qualified Guest” is a prospective Circle of Wealth® system subscriber that is industry licensed and actively seeing clients. Your special $350 rate includes full conference attendance, meals, and access to the conference recording. To qualify for this special rate, you must have never attended a COW College or a Two-Day Basic Training School. Guests who have attended one of these events in the past are welcome to attend at the Support Personnel rate.

Please note: Guest Attendance does NOT count as your Freshman year with respect to graduation. In that context, guests are "exploring the campus" to see if it's a good fit.

All Prospective Guests (Category 1) are REQUIRED to attend the pre-conference system overview on Thursday, January 8th, from 1pm - 5pm.

Category 2: Special Guest (Special $350 Rate)

Special guests include home office staff from our carrier partners including regionals, VPs, etc. All home office special guests must register over the phone by calling 321-369-9470 option 2.

Category 3: Assistant / Office Staff: (Support Personnel Rate)

We encourage Office Staff to attend and know the experience you have at COW College will drive your passion for your career. We understand that you are the backbone of most agencies, and having a clear understanding of the client process is vital. Office Staff, assistants and those who do not meet the “Guest” or “Special Guest” criteria may attend at the Support Personnel rate, which is the same as the system subscriber/classman rate.

COW College Dates and Times

Thursday, January 8th, 1pm - 5pm

Pre-Conference Overview of Circle of Wealth® system.
Attendance REQUIRED for Freshmen and those registering as Guests.
All conference attendees welcome.

Thursday, January 8th, 7pm - 10pm

Conference Kickoff Session
Be sure to attend and be first to experience all the new features for 2015.

Friday, January 9th, 8am - 6pm

COW College Main Event - General & Breakout Sessions
All conference attendees are expected to attend these entire two days.

Saturday, January 10th, 8am - 6pm

COW College Main Event - General & Breakout Sessions including Live Case
All conference attendees are expected to attend these entire two days.

Sunday, January 11th, 9am - 12pm

OPTIONAL Love and Money Seminar - This seminar will open your eyes to how communication
and money work together in marriage and give you practical ways to use what you learn right away.

COW College General Agenda(Preliminary Schedule, subject to change.)

Registration Desk Opens

Pre-Conference System Overview


Overview Continued

Dinner (on your own)

COW College Kickoff


General Session


Breakout Sessions


General Session


Breakout Sessions

Break (with refreshments)

General Session


Breakout Sessions


Breakout Sessions


General Session


Live Case

Break (with refreshments)

Live Case


OPTIONAL Love and Money Seminar

Event Pricing

Guest Pricing

Prospective Circle of Wealth® user who has never attended before.
Full Admission to COW College 2015
Meals During Conference Hours
Conference Video Recordings
* You must qualify for the $350 special rate. Please see our Guests’ Page for details or call 321-369-9470 option 1.


Early Bird Special Pricing Ends 10/31/14. Years 1-4 of paid attendance.
Full Admission to COW College 2015
Meals During Conference Hours
Conference Video Recordings
Update & Support Subscription Extension*


Attended more than 4 paid COW Colleges in the past.
Full Admission to COW College 2015
Meals During Conference Hours
Conference Video Recordings
Update & Support Subscription Extension*
* You must qualify for the $750 special rate. Please see our Owners’ Page for details or call 321-369-9470 option 1.


*Attendees registered as Classmen and/or Alumni who are Circle of Wealth® system subscribers receive a 12-month update & support renewal extension ($400 value) as our way of saying thank you for attending COW College. This is a free gift and cannot be used for trade or cash value, nor can COW College be “discounted” in any way. We simply extend your support contract for an additional 12 months when you attend COW College.

Classmen Early Bird Specials:

$1,095** when you register and pay before November 1st.
$1,295** when you register and pay between November 1st - November 30th.
$1,395** when you register and pay between December 1st - December 31st.
$1,695 (Full Price) for registrations received after December 31st.

**Refund Policy
Guest Registration:
Store credit for full registration or cash refunds, minus a 5 percent administration fee are available until December 1st. Beyond this date, only store credit will be offered.
Classmen and Alumni Registration: Processed renewals are non-refundable and deducted from returnable balance. Store credit for remaining balance of registration or cash refunds, minus a 5 percent administration fee are available until December 1st. Beyond this date, only store credit will be offered.


Conference Hotel

COW College 2015 will be held at The Hyatt Regency Orlando in Orlando Florida. The Hyatt Regency Orlando is located in the heart of Orlando’s famous I-Drive. Just take a short walk or drive and you will have access to hundreds of world famous dining, entertainment, and shopping choices!

The Hyatt Regency Orlando
9801 International Drive
Orlando, Florida, USA, 32819

© The Conference Area

MoneyTrax has reserved a limited block of rooms with a special convention rate of $169.00 per night. These rooms will sell out fast so please make your reservations ASAP! Please do not book rooms outside of the MoneyTrax block or we may incur attrition and penalty charges. MoneyTrax will impose a $150 service fee to all conference attendees who do not stay at the selected hotel. This fee is waived for local residents within driving distance to COW College only.

How to Reserve Your Room:

Note: You must register for COW College prior to booking your sleeping rooms. The hotel will cancel your reservation if you are not confirmed on our registration list.

Phone: Call 1-800-233-1234 and reference the 2015 MoneyTrax Convention for discount group rates.

Rates: Group rates start at $169.00. Register before November 1st to get the best rates.

Please Note: The Hyatt Regency Orlando online reservation system will show a $9 daily Hotel Services Fee (HSF) which includes Internet in your room, access to the health club, etc. MoneyTrax has negotiated to have this fee made OPTIONAL for all attendees. The Hyatt Regency Orlando’s online system will still show the fee but you have the option to not purchase the package when you arrive on site (it's normally mandatory).

Ground Transportation:

Car Rental: MoneyTrax has a corporate account with Enterprise Car Rental; rates range from $45/day for a compact to $55/day for a premium sized car.

Visit to Complete the "Make a car rental reservation" items 1, 2 and 3. On item 3 there is an "Optional" box, enter our corporate number: 07C3438 and click "search." You will then be prompted for our corporate account pin: MON. You will then be able to make your reservation with our corporate rate(s).

Taxi / Transportation Service: MEARS is an Orlando based transportation service. Visit for easy reservations or call 1-800-759-5219.

Suggested Travel Times:

Guests & Freshmen: If this will be your first time attending COW College, you are REQUIRED to attend the overview session on Thursday, January 8th, from 1pm - 5pm. We strongly suggest you fly in on Wednesday, January 7th if you cannot get a flight into Orlando by 10am on Thursday, January 8th. The registration desk officially opens at noon on Thursday, January 8th.

Classmen & Alumni: For you, the Thursday, January 8th overview is optional, though we certainly welcome you to attend. The main conference will begin on Thursday night from 7pm - 10pm!

ALL: The conference finale is the Live Client Meeting and you don't want to miss it. The Live Client Meeting starts at 1:30pm and will end at 6pm on Saturday, January 10th. There will also be an OPTIONAL 'Love & Money' event with Don Blanton and Rodney Cox which you may attend on Sunday, January 11th from 9:00am to 12:00pm. There will be no additional charge for this event. Be sure to book your return flight accordingly.

The Hyatt Regency Orlando

9801 International Drive

Orlando, Florida, USA, 32819

+1 800-233-1234

get directions