Flex Pass
Buy 3 Get 1 Free
Maximize your training dollars with our Flex Pass training bundle.  Already have a Flex Pass but need one more course?  See Add-on option below.
Coaching Course Options
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2022 Courses Live Webinars & Recordings 
  • Life Insurance Design with Starr Barnum (details) - Starts Jan 19
  • The Power of PEM with Don Blanton & Coaching Team (details) - Starts Jan 31
  • Marketing via Education with Crystal Langdon & AFEA (details) - Starts Feb 1
  • Coaches Corner with Jeremy Shipp & Coaching Team (details) - Starts Feb 7
  • Canadian Circle of Wealth® with Ryan King (details) - Starts Mar 22
  • Spending Game Fundamentals with Noel Edwards (details) - Starts Apr 6
  • Real-World Tax Mastery with Matt Rzepka (details) - Starts Apr 26
  • Reverse Mortgages Course with Jeremy Shipp & Fairway (details) - Starts JuL 14
  • The Annual Review with Coaching Team (details) - Starts Jul 25
  • Spending Game Advanced with Matt Rzepka & Jeremy Shipp (details) - Starts Sep 8
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2021 Courses On-demand Recordings
  • Business Owners Essentials with Matt Rzepka (details)
  • College Planning Case Studies with Beatrice Schultz & Beth Walker (details)
  • Life Insurance Essentials with Starr Barnum (details
  • Marketing Essentials with Crystal Langdon (details
  • Retirement Planning Essentials with Jeremy Shipp (details)
  • Retirement Planning Advanced with Jeremy Shipp (details)
NOTE: Flex Pass Add-on: You may add an additional course to your Flex Pass for $349 at any time during 2022
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)

 
Ryan King
Executive Coach

Ryan J. King CHS, CEA
It quickly became clear to me as I began April 2003, that in the Financial Services world…if you can’t communicate, you don’t eat.  It also became apparent that this is one of the most dysfunctional and disjointed Industries I’ve ever seen and yet, I love it to bits. (Learn more about Ryan)

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)

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)

 
 
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)

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