Alumni Program

Advanced Training Summit | Atlanta | May 21-22, 2019

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Summit Agenda

ABOUT THE PROGRAM

This program is designed exclusively for COW College and Mentor Alumni to promote advanced Circle of Wealth® continuing education, elite advisor comradery, and ongoing participation with the industry leading MoneyTrax team led by Don Blanton, Mark Guthrie and Crystal Langdon. In this program, we will go further, and dig deeper into advanced concepts more so than in any of our other training programs. The program includes:

2-Day Summit

May 21-22 hosted in Atlanta, GA 

Advanced Concepts & Implemention

Video Archive

Quarterly Webinars 

Industry Related Training 

Advanced Implementation & Spending Game 

Recordings Archive 

Archive & Beta Access

2018 Summit Video Recordings

2018 Webinar Recordings Archive

Early Access to Latest Software Improvements 

YOUR INSTRUCTORS

The Alumni Program is led by the industry-leading MoneyTrax Team.

DON BLANTON 

Founder

MARK GUTHRIE 

CEO

CRYSTAL LANGDON 

Master Mentor Coach

STARR BARNUM 

Master Mentor Coach

MATT RZEPKA 

Master Mentor Coach

JEREMY SHIPP 

Master Mentor Coach

SUMMIT AGENDA

Hosted in Atlanta, Georgia: May 21-22, 2019

Tuesday Afternoon, May 21, 2019 12:30 - 1 | Onsite Check-in with Lite Refreshments 1 - 2 | NextGen Overview: Deep Dive into the Edges & Early Results - Mark & Valerie 2 - 3 | The Personal Economic Model & Life Insurance - Don 3 - 3:30 | Break with Refreshments 3:30 - 4:30 | Financial Dreaming: Personal Finance of the Future - Matt 4:30 - 5:30 | Sales Psychology: Are Your Clients Really Hearing What You Are Saying? (The words we use matter) - Jeremy 6 | Dinner at the Club 

Wednesday Morning, May 22, 2019 8 - 8:30 | Coffee Service with Pastries 8:30 - 9:30 | The Spending Game: 6 Exercises to Improve Your Skills - Mark & Noel 9:30 - 10:30 | Handling Objections: Step-by-step Process to Disarm & Advance Your Clients - Don 10:30 - 10:45 | Short Break 10:45 - 12 | Power Phrases & Questions of the Circle of Wealth® - Starr 12 - 1 | Lunch 1 - 2 | Open Discussion & Q&A 2:30| Golf (optional) | Green fees are $50, rentals are $25. You must call PRO Shop to reserve tee-time 770-389- 2000. Let them know you are a guest of Don Blanton.

Location in Atlanta, Georgia:

Eagle's Landing Country Club, 100 Eagle's Landing Way, Stockbridge, GA 30281. Approximately 20-30 minute drive from the Atlanta Airport (ATL) depending on traffic

On the first night, Don will have everyone back to his home for special evening and dinner. 

Travel Logistics

QUARTERLY WEBINARS 

Advanced training webinars hosted by Don Blanton & Mark Guthrie.  

  • Dates: Feb 19, Apr 10, Aug 26 & Nov 18
  • Time: 1 - 2 p.m. Eastern
  • All webinars are recorded and made available on the members website

YOUR INVESTMENT

$800 (4 payments $200)

Questions? Call (321) 369-9470 option 3