About the Course
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Hear Coaches Discuss
  • Implementing the Circle of Wealth®
  • How to handle objections
  • What to cover at annual review
  • And more
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Resources
  • Six. one-hour sessions hosted every other month
  • All sessions recorded; join anytime to access the archive
  • Access to your coach(es) during live sessions to ask questions
Meet Your Coaches
 
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)

Fredrick Hicks
Executive Coach & Master Mentor
Connect with Fred on LinkedIn

Fred joined the Circle of Wealth® community at COW College in January of 2019.  He dove head first into learning the system and mastering process.  (Learn more about Fred)

 
 
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)

Crystal Langdon
Executive Coach & Master Mentor
Connect with Crystal on LinkedIn

Crystal is a Certified Financial Planner TM, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. (Learn more about Crystal)

 
 
Beth Walker
Executive Coach & Master Mentor
Connect with Beth on LinkedIn

Beth is a mom on a mission. She collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Working with families all over the county (Learn more about Beth)

Starr Barnum
Executive Coach & Master Mentor
Connect with Starr on LinkedIn

Starr Barnum has been in the financial services business for 15+ years, working primarily with families and business owners.  He uses a unique approach in that he helps people find money that they’re currently transferring away unknowingly and unnecessarily.  (Learn more about Starr)

 
 
Beatrice Schultz

Beatrice Schultz, CFP®, BSc, MSM, is the co-founder of Westface College Planning, Westface Financial & Insurance Services and Westface Financial Advisory, a registered investment advisory firm.  (Learn more about Beatrice)

Pricing
$500
Meets Every Other Month for Six Sessions
Mondays at 12-1 p.m. Eastern
Feb 7, Apr 4, Jun 13, Aug 15, Oct 24 & Dec 12

Become a Trusted Financial Expert

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