CC23 with white circle behind it 1

Annual Advisor Conference

January 5-7, 2023 at the Ritz-Carlton Resort in Orlando
Experts, Assemble! Everyone can be a financial superhero. "What one can do, another can do!"
Female Financial Super Hero

$997USD

Regular Price: $1,197 USD

Discounted pricing ends November 30, 2022

Can’t attend in-person?

About COW College

This year COW College is all about celebrating trusted financial experts who are financial superheroes to their clients.  Join us January 5-7 at the beautiful Ritz-Carlton in Orlando, Florida.
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!
COW College 2023 - presenters on stage

What’s Included?

WHAT TO EXPECT

COW College 2023 group photos of advisors chatting

Featured Presenters

Don Blanton

Don Blanton

Founder
Beatrice Schultz

Beatrice Schultz

CEO
Jeremy Shipp

Jeremy Shipp

COO
Jeff Hopper

Jeff Hopper

Developer
Harlan Accola

Harlan Accola

Fairway Mortgage Co.
Jonhenri Ball

Jonhenri Ball

Master Mentor
Starr Barnum

Starr Barnum

Executive Coach
Bryan Bloom

Bryan Bloom

Alumni
Ron Caruthers

Ron Caruthers

Master Mentor
Fred Hicks

Fred Hicks

Executive Coach
Matt Kennedy

Matt Kennedy

Master Mentor
Crystal Langdon

Crystal Langdon

Executive Coach
Bryan Repple

Bryan Repple

Master Mentor
Todd Petit

Todd Petit

ASA, MAAA
Matt Rzepka

Matt Rzepka

Executive Coach
Beth Walker

Beth Walker

Executive Coach
Jeff Webb

Jeff Webb

Master Mentor
Travis Wyatt

Travis Wyatt

Master Mentor

Agenda

9:00 am - 2:00 pm Registration

Onsite Check-in

10:00 am - 11:30 am Main Stage

Orientation: Ultimate Financial Hero's Guide

Process Over Products Origin Story with Founder Don Blanton and Starr Barnum

Starr Barnum Starr Barnum
Don Blanton Don Blanton
11:30 am - 1:00 pm

Lunch On Your Own

1:00 pm - 2:00 pm Main Stage

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 Jeremy Shipp
Matt Rzepka Matt Rzepka
2:00 pm - 2:25 pm Foyer

Break

2:30 pm - 3:30 pm Main Stage

Breakout: Five Future Lifestyle Desire Destroyers and How to Solve them

Defeating the Hidden Evil Villains of Your Future with Bryan Repple

Bryan Repple Bryan Repple
2:30 pm - 3:30 pm Breakout

Breakout: The Dark Side of Compound Interest

How IFR and Spending Game Reveal the True Benefits of Cash Value with Jeff Webb

Jeff Webb Jeff Webb
3:30 pm - 3:55 pm Foyer

Break

4:00 pm - 5:30 pm Main Stage

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 Jeff Hopper
Don Blanton Don Blanton
5:30 pm - 6:30 pm Foyer

MoneyTrax Reception

8:00 am - 8:45 am Dining Hall

Breakfast

9:00 am - 10:00 am Main Stage

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 Beth Walker
Don Blanton Don Blanton
10:00 am - 10:25 am Foyer

Break

10:30 am - 11:30 am Main Stage

Breakout: Capital Equivalent Value of Life Insurance

Presented by Mr. Fantastic with Bryan Bloom

Bryan Bloom Bryan Bloom
10:30 am - 11:30 am Breakout

Breakout: Debt to Prosperity

How to Inject Vibranium into Your Personal Economic Model with Jonhenri Ball

Jonhenri Ball Jonhenri Ball
11:45 am - 12:45 pm Dining Hall

Lunch

1:00 pm - 2:00 pm Main Stage

The Best Uses for the Equity in Your Bat Cave

3 Power "House" Strategies for Mortgages with Harlan Accola

Harlan Accola Harlan Accola
2:00 pm - 2:30 pm Foyer

Break

2:30 pm - 3:30 pm Main Stage

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 Travis Wyatt
2:30 pm - 3:30 pm Breakout

Breakout: Everyday Superhero – An Origin Story

Don't take shortcuts, just fly the plane with Chris Caputo

Chris Caputo Chris Caputo
3:30 pm - 3:55 pm Foyer

Break

4:00 pm - 5:30 pm Main Stage

How to Make Your Client the Superhero of their Own Story!

with Starr Barnum and the "Clients"

Starr Barnum Starr Barnum
5:30 pm - 6:30 pm Lower Level

Partner Hosted Social Events

8:00 am - 8:45 am Dining Hall

Breakfast

9:00 am - 10:00 am Main Stage

Keynote: Dr. Strange and the Time Stone

Lessons learned from the future with Todd Petit

Todd Petit Todd Petit
10:00 am - 10:30 am Foyer

Break

10:30 am - 11:30 am Main Stage

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 Matt Kennedy
10:30 am - 11:30 am Breakout

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 Ron Caruthers
11:45 am - 12:45 pm Dining Hall

Lunch

1:00 pm - 2:00 pm Main Stage

Put a Force Field Around Your Family

Life Insurance with Don Blanton and Starr Barnum

Starr Barnum Starr Barnum
Don Blanton Don Blanton
2:00 pm - 2:30 pm Main Stage

Inspiration for 2023

Hear from the entire Circle of Wealth® about plans for 2023

Male Financial Super Hero

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 ...

Female Financial Super Hero with photo of Ritz-Carlton Orlando

Location

Ritz-Carlton Orlando, Grande Lakes

We have a limited number of discounted rooms at $259/night, which saves you hundreds off the regular room rate.
You must reserve your room on or before December 1, 2022 to get this discounted rate.

Nearest airport: Orlando International (MCO) approximately 10 miles away.

Pricing

$997USD

Regular Price: $1,197 USD

Discounted pricing ends November 30, 2022

Can’t attend in-person?

Have a question about the conference?

Call (321) 369-9470

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