Annual Advisor Conference
$997USD
Regular Price: $1,197 USD
Discounted pricing ends November 30, 2022
Can’t attend in-person?
About COW College
This 100% educational event will allow you to connect with other successful advisors, hear from powerful industry leaders, and learn from our team of coaches who gladly share their knowledge.Come connect with the Circle of Wealth® community as you take on your next mission… Remember, what one can do, another can do!
What’s Included?
- 20+ hours of training
- 8 main stage sessions
- 8+ breakout sessions
- Breakfast, lunch and snacks on Friday and Saturday
- The Live Case: Get inside the client’s head as one of our executive coaches brings a real client to the stage to walk through a client meeting (live & unscripted)
- Recording archive of all sessions
- COW College Special Discounts on products, training & software
WHAT TO EXPECT
- 3 days of coaching from Don Blanton, other industry experts, & our team of executive coaches is a great way to start the new year
- You will receive hands-on training on tools & presentations to grow your business
- Opportunity to connect & network with hundreds of like-minded professionals
- Get to see a real client on stage walk-through our proven process
- Receive early access to all of the new presentations, calculators, & resources
- Take advantage of the "special discounts" on software subscription & training courses
Featured Presenters
Don Blanton
Beatrice Schultz
Jeremy Shipp
Jeff Hopper
Harlan Accola
Jonhenri Ball
Starr Barnum
Bryan Bloom
Ron Caruthers
Fred Hicks
Matt Kennedy
Crystal Langdon
Bryan Repple
Todd Petit
Matt Rzepka
Beth Walker
Jeff Webb
Travis Wyatt
Agenda
Onsite Check-in
Orientation: Ultimate Financial Hero's Guide
Process Over Products Origin Story with Founder Don Blanton and Starr Barnum
Starr Barnum
Don Blanton
Lunch On Your Own
With Great Knowledge Comes Great Responsibility; and Tax Advice as a Marketing Strategy
Why We Must Share What We Know with Matt Rzepka and Jeremy Shipp; AND When It Comes to Your Client's Tax Strategy, Don’t Let the Dark Magic of Misleading Financial Beliefs Disable Your Client from Growing Wealth with Matt Rzepka
Jeremy Shipp
Matt Rzepka
Break
Breakout: Five Future Lifestyle Desire Destroyers and How to Solve them
Defeating the Hidden Evil Villains of Your Future with Bryan Repple
Bryan Repple
Breakout: The Dark Side of Compound Interest
How IFR and Spending Game Reveal the True Benefits of Cash Value with Jeff Webb
Jeff Webb
Break
Upgrade Your Gear and Suit Up
Get the Latest COW "Super" Tools and Gadgets from the Hopper with Don Blanton and Jeff Hopper
Jeff Hopper
Don Blanton
MoneyTrax Reception
Breakfast
Private Reserve Strategy: Your Shield and Your Hammer
How It Works, When to Use It, and Client Success Stories with Don Blanton and Beth Walker
Beth Walker
Don Blanton
Break
Breakout: Capital Equivalent Value of Life Insurance
Presented by Mr. Fantastic with Bryan Bloom
Bryan Bloom
Breakout: Debt to Prosperity
How to Inject Vibranium into Your Personal Economic Model with Jonhenri Ball
Jonhenri Ball
Lunch
The Best Uses for the Equity in Your Bat Cave
3 Power "House" Strategies for Mortgages with Harlan Accola
Harlan Accola
Break
Breakout: Prototypical Life Policy for A Real Estate Investor
How to Build Your Own Ironman Suit for Real Estate Investors with Travis Wyatt
Travis Wyatt
Breakout: Everyday Superhero – An Origin Story
Don't take shortcuts, just fly the plane with Chris Caputo
Chris Caputo
Break
How to Make Your Client the Superhero of their Own Story!
with Starr Barnum and the "Clients"
Starr Barnum
Partner Hosted Social Events
Breakfast
Keynote: Dr. Strange and the Time Stone
Lessons learned from the future with Todd Petit
Todd Petit
Break
Breakout: Jarvis unleashed, based on my calculations you're going to want to see this...
a supercomputer's solution to uncertainty with Matt Kennedy
Matt Kennedy
Breakout: Swoop in Like Superman
Save the Day for Parents Who Didn’t Save Enough for College & Make Them Clients for Life with Ron Caruthers
Ron Caruthers
Lunch
Put a Force Field Around Your Family
Life Insurance with Don Blanton and Starr Barnum
Starr Barnum
Don Blanton
Inspiration for 2023
Hear from the entire Circle of Wealth® about plans for 2023
attendee testimonials
I learn something new every year!
Experience the belief changing community.
Come get trained from the best in the industry.
Start the year off inspired and informed ...
Location
Ritz-Carlton Orlando, Grande Lakes
Nearest airport: Orlando International (MCO) approximately 10 miles away.
Pricing
$997USD
Regular Price: $1,197 USD
Discounted pricing ends November 30, 2022
Have a question about the conference?
Call (321) 369-9470
