January 5-7, 2022

In-person Event - See Agenda (below)
Virtual Broadcast Mainstage - 1-5 pm Eastern*

Agenda

  • 29
    DAYS
  • 04
    HOURS
  • 00
    MINUTES
  • 41
    SECONDS
Wednesday
January 5th
10a - VIP Check-in (Onsite)
10:30a - VIP Foundation for Success w/COW (Onsite)
12p - Lunch on Your Own
1p - Embracing Financial Uncertainties in '22 & Beyond*
2p - Practical Power of the PEM*
3p - COW Tool Time*
4p - Uncover New Opportunities w/the Annual Review*

5p - VIP Reception (Onsite)
Thursday
January 6th
8:30a - VIP Networking Breakfast (Onsite)
9:30a - VIP Case Study 10-Step Process in Action (Onsite)
11:30a - VIP 'Ask Me Anything' Lunch w/Don (Onsite)
1p - Belief Changers*
2p - Being "In" Debt vs. Having "A" Liability*
3p - Tax Mastery: Perception vs. Reality*
4p - Live Case Breakdown #1*

5p - VIP Partner Socials (Onsite)

Friday
January 7th
8:30a - VIP Networking Breakfast (Onsite)
9:30a - VIP Overcoming Objections (Onsite)
12p - VIP 'Ask Me Anything' Lunch w/Don (Onsite)
1p - Navigating a Lifetime of MCP*
2p - Real World Insurance Design*
3p - True North: A 30-year Perspective from Don Buddy*
4p - Live Case Breakdown #2*

5p - Inspiration for '22 & Next Steps*

Agenda

January 5-7, 2022
In-person Event - Agenda Below
Virtual Broadcast - 1-5 pm Eastern*

Wednesday
January 5th
10a - VIP Check-in (Onsite)
10:30a - VIP Foundation for Success w/COW (Onsite)
12p - Lunch on Your Own
1p - Embracing Financial Uncertainties in '22 & Beyond*
2p - Practical Power of the PEM*
3p - COW Tool Time*
4p - Uncover New Opportunities w/the Annual Review*

5p - VIP Reception (Onsite)
Thursday
January 6th
8:30a - VIP Networking Breakfast (Onsite)
9:30a - VIP Case Study 10-Step Process in Action (Onsite)
12p - VIP 'Ask Me Anything' Lunch w/Don (Onsite)
1p - Belief Changers*
2p - Being "In" Debt vs. Having "A" Liability*
3p - Tax Mastery: Perception vs. Reality*
4p - Live Case Breakdown #1*

5p - VIP Partner Socials (Onsite)

Friday
January 7th
8:30a - VIP Networking Breakfast (Onsite)
9:30a - VIP Overcoming Objections (Onsite)
12p - VIP 'Ask Me Anything' Lunch w/Don (Onsite)
1p - Navigating a Lifetime of MCPs*
2p - Real World Insurance Design*
3p - True North: A 30-year Perspective from Don Buddy*
4p - Live Case Breakdown #2*
5p - Inspiration for '22 & Next Steps*

What is COW College?

Circle of Wealth® Annual Conference

Every year in January, MoneyTrax hosts its annual advisor conference.  This is where financial professionals come to Network, Share & Learn with the Circle of Wealth® community of Trusted Financial Experts.

This event is unique as it is 100% educational in nature, and we will introduce our best sales ideas, latest software innovations, marketing strategies, and advanced case design.

This year's event will be a hybrid conference, in-person for a limited number of attendees and live-streamed for all attendees.

This is the place you need to be to jump-start your 2022!


Pricing
20% off ENDS September 30th
 
Just the Live Stream
(for guests)
BASIC LIVE STREAM
$197
$246
3 Days of Training & Coaching

Live-stream Mainstage

Live-stream Live Case


 
Best Experience Together
(for members & guests)
VIP IN PERSON
(Limited Seating)
$997
$1,246
Everything Enhanced Virtual +

Discounted Room Rate at the Ritz

Network with Top Advisors

"In-studio" Audience Experience

Exclusive Coaching Sessions

"Ask Me Anything" Lunch with Don

Access to the Advisor Lounge

VIP Welcome Reception

In-person Support from the MoneyTrax Team


In-person Access to Executive Coaches & Don Blanton

Partner Sponsored Socials

Raffle Prizes & Gifts
LIMITED CAPACITY
(250 SEATS)
 
 
Engage & Interact from Home
(for members & guests)
ENHANCED VIRTUAL
$497
$621
3 Days of Training & Coaching

Live-stream Mainstage

Live-stream Live Case


Interactive Conference App

Virtual Support from the MoneyTrax Team

Virtual Chat with Attendees & Executive Coaches

Shared Documents & Resources

Recordings of All Sessions

Early Access to 2022 Software

COW College Special Discounts

Pricing
20% off ENDS September 30th
 
Best Experience Together
(for members & guests)

VIP IN PERSON
(Limited Seating)
$997
$1,246
Everything Enhanced Virtual +

Discounted Room Rate at the Ritz

Network with Top Advisors

"In-studio" Audience Experience

Exclusive Coaching Sessions

"Ask Me Anything" Lunch with Don

Access to the Advisor Lounge

VIP Welcome Reception

In-person Support from the Team


In-person Access to Executive Coaches & Don Blanton

Partner Sponsored Socials

Raffle Prizes & Gifts
LIMITED CAPACITY
(250 SEATS)
 
 
Engage & Interact from Home
(for members & guests)
ENHANCED VIRTUAL
$497
$621
3 Days of Training & Coaching

Live-stream Mainstage

Live-stream Live Case

Interactive Conference Website/App (Whova)

Virtual Support from the MoneyTrax Team

Virtual Chat with Attendees & Executive Coaches

Shared Documents & Resources

Recordings of All Sessions

Early Access to 2022 Software

COW College Special Discounts

 
 
Just the Live Stream
(for guests)

BASIC LIVE STREAM
$197
$246
3 Days of Training & Coaching

Live-stream Mainstage

Live-stream Live Case


In-person Event
The Ritz-Carlton Orlando

This 5-Star Florida resort offers luxury amenities and services in a naturally beautiful lakefront setting. Guests enjoy three outdoor heated pools and a spa.

We have a limited number of discounted rooms at $249/night, which saves you hundreds off the regular room rate.

The Ritz-Carlton Orlando, Grande Lakes, 4012 Central Florida Parkway, Orlando, FL 32837 Phone: (407) 206-2400

After you register for the in-person event, you will receive the registration link to book your room.

Virtual Mainstage Broadcast

Coming to You Live from the Ritz!

For our virtual attendees, we will broadcast the Mainstage presentations live from the Ritz-Carlton from 1 to 5 p.m. Eastern.  Every session will start on time at the top of the hour.

Our professional broadcasting crew will be using the tools you see on TV to provide our virtual attendees with the best online experience EVER.

100% real & unscripted
The "live case"

See the Circle of Wealth® come to life with our "live case" demonstration.  

You will learn from our team of Executive Coaches what to say, what to show, and in what order to do it. 

You will hear insights from Don as he breaks down each case during the "Coaches Corner" on the couch.

The Conference App (Whova)
Agenda, Live-stream, Group Chat, Presenter Q&A, Recordings + more!

Available to our VIP In-person and Enhanced Virtual attendees, our Whova conference app allows you to connect and network with attendees, ask our presenters questions during the sessions, watch the recording archive immediately following each session and more!

Our Presenters
Coaching by successful, practicing advisors who use the Circle of Wealth® system every day with their own clients & prospects.
Beatrice Schultz
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Jeremy Shipp
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Crystal Langdon
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Beth Walker
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Fred Hicks
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Matt Rzepka
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Starr Barnum
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Hear from past Attendees

Why you should attend!

Hear from past Attendees

Why you should attend!

Key Features
Network with Top Advisors
Best Sales Ideas
Access to MT Team
COW College Discounts
See & Make Friends
100% Educational
Network with Coaches
3 Days at 5-Star Resort
VIP Welcome Reception
Shared Documents & Resources
Access 2022 Software
Live Streamed
Follow Us!
Follow #COWCollege on social media!

(321) 369-9470   |   hello@moneytrax.com  |  Contact Us

ALL RIGHTS RESERVED. © 2021.   |     PRIVACY POLICY    |     TERMS

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