Spending Game Advanced

Learn the steps to set up complex cases, advanced planning strategies, and how to communicate case details to your clients.
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About the Course

Learn How To...

  • Accurately and efficiently build your spending games
  • Validate your recommendations using comparisons
  • Use advanced modeling concepts including isolation cases
  • Take full advantage of the spending game and make it easier to communicate your recommendations to clients

Demonstration Cases

Topics for conceptual cases include:
  • PLI + Term
  • Taxable Accounts
  • Roth Conversions
  • Real Estate
  • Businesses
  • Loans
  • Annuities
  • Annual Review
  • Reverse Mortgages

Resources

  • Six, 75-minute, weekly sessions
  • Shared documents & client files
  • Sample spending game files
  • Shared documents & resources
  • Ability to email coach(es) course related questions

About the Course

Learn How To...

  • Accurately and efficiently build your spending games
  • Validate your recommendations using comparisons
  • Use advanced modeling concepts including isolation cases
  • Take full advantage of the spending game and make it easier to communicate your recommendations to clients

Demonstration Cases

Topics for conceptual cases include:
  • PLI + Term
  • Taxable Accounts
  • Roth Conversions
  • Real Estate
  • Businesses
  • Loans
  • Annuities
  • Annual Review
  • Reverse Mortgages

Resources

  • Six, 75-minute, weekly sessions
  • Shared documents & client files
  • Sample spending game files
  • Shared documents & resources
  • Ability to email coach(es) course related questions

Coaches (Instructors):

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 >

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 >

Coaches (Instructors):

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 >

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 >

Testimonial from past course attendees

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 about the entire Circle Of Wealth platform.

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Ian M. - San Diego, CA

This is course imperative for anyone who wants to be proficient in using the Spending Game! I not only learned how to model specific strategies, but how to use the entire program on a whole different level!

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John K. - Dayton, OH

$300

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Recommended you have completed the Fundamentals course and/or have a base working knowledge of the Spending Game
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