Maximize your training dollars with our Flex Pass training bundle: buy three courses and get one free.
Available Courses
2020-2021
- Business Owners Essentials with Matt Rzepka
- College Planning Case Studies with Beatrice Schultz & Beth Walker
- Marketing Essentials with Coaching Team
- Life Insurance Design with Starr Barnum
- Retirement Planning Advanced Case Studies with Jeremy Shipp
- Reverse Mortgages with Cert with Jeremy Shipp and Harlan Accola
Available Courses
2020-2021
- Business Owners Essentials with Matt Rzepka
- College Planning Case Studies with Beatrice Schultz & Beth Walker
- Marketing Essentials with Coaching Team
- Life Insurance Design with Starr Barnum
- Retirement Planning Advanced Case Studies with Jeremy Shipp
- Reverse Mortgages with Cert with Jeremy Shipp and Harlan Accola
Coaches (Instructors):
Don Blanton
Founder & President of MoneyTrax, Inc.
Don Blanton is presently the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry.
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Matt Rzepka
Executive Coach & Master Mentor
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.
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Starr Barnum
Executive Coach & Master Mentor
Starr works 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.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Crystal Langdon
Executive Coach & Master Mentor
Crystal is a CFP, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. Crystal provides clarity so her clients can create and cultivate wealth in the most tax efficient manner.
Ryan King
Executive Coach
It quickly became clear to me as I began April 2003, 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.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Noel Edwards
Executive Coach & Master Mentor
Noel Edwards is an avid learner of the Circle of Wealth® and the Spending Game and gladly shares his knowledge with other advisors
Matt Kennedy
Master Mentor
Matt uses the Circle of Wealth®'s Spending Game to help high net worth clients learn how they can grow their practice and turn them into a wealth and retire success story.
Coaches (Instructors):
Don Blanton
Founder & President
Don Blanton is presently the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry.
Matt Rzepka
Executive Coach & Master Mentor
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.
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Noel Edwards
Master Mentor
Noel Edwards is an avid learner of the Circle of Wealth® and the Spending Game and gladly shares his knowledge with other advisors
Matt Kennedy
Master Mentor
Matt uses the Circle of Wealth®'s Spending Game to help high net worth clients learn how they can grow their practice and turn them into a wealth and retire success story.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Ryan King
Executive Coach
It quickly became clear to me as I began April 2003, 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.
Crystal Langdon
Executive Coach & Master Mentor
Crystal is a CFP, Investment Advisor, Qualified Kingdom Advisor, and the founder of Crystal Clear Finances, Inc. Crystal provides clarity so her clients can create and cultivate wealth in the most tax efficient manner.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Starr Barnum
Executive Coach & Master Mentor
Starr works 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.
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.