About the Course
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Learn How To
  • Create scenarios with multiple inflows, outflows, assets & liabilities
  • Develop your skill with weekly assignments
  • Effectively present the visualizations to highlight your recommendations
  • Validate your data by reviewing key reports
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Demonstration Cases
  • 35-yr: Adding Term & MEC PLI
  • 45-yr: Adding MEC PLI
  • 50-yr: College w/home equity & PLI
  • 55-yr: Deferred annuity, rental prop
  • 60-yr: Annual Review Mutual Fund Portfolio & converting Term to PLI
  • 65-yr: Retirement income planning to lower taxes w/Reverse Mortgage
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Resources
  • Six 75-minute sessions
  • Course Guide
  • Shared demo cases
  • Group's Recordings Archive
  • Prior group's Recordings Archive 
  • Access to your coach(es) during live sessions to ask questions
  • Pre & post satisfaction survey
Meet Your Coaches
Jeremy Shipp
Executive Coach & Master Mentor
Connect with Jeremy on LinkedIn

Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.  (Learn more about Jeremy)

 
 
Matt Rzepka
Executive Coach & Master Mentor
Connect with Matt on LinkedIn

Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.  (Learn more about Matt)

Sign-up Today
$500

Starts September 8, 2020

Wednesdays, 1 to 2:15 Eastern
What members say:
I cannot recommend this course enough - well worth the investment of time and money. It opened my mind to what's possible as fair as case design for those unique and complex cases. The instructors were VERY knowledgeable. This class taught me more out the the entire Circle Of Wealth platform.- Ian M. San Diego, CA
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This is course imperative for anyone who wants to be proficient using Spending Game! I not only learned how to model certain strategies, but how to use the entire program on a whole different level!

Circle of Wealth® system by MoneyTrax

321-369-9470 | moneytrax.com

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