About the Course
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Learn
  • The 4 components of marketing:
    • Traditional
    • Digital
    • Social
    • Experience
  • How your peers market
  • Circle of Wealth® marketing resources
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Demonstration
  • On-going marketing practices
  • Peer insight into what works & why
  • Practical application
  • Lessons learned
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Resources
  • Six 60-minute sessions
  • Shared documents
  • Group's Recordings Archive
  • Access to your coach(es) during live sessions to ask Questions
  • Pre and Post Satisfaction Survey
Meet Your Coaches
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)

 
 
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)

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)

 
 
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)

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)

 
 
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)

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)

 
Sign-up Today
$500

Starts April 7, 2021

Wednesdays at 12-1 p.m. Eastern

Circle of Wealth® system by MoneyTrax

321-369-9470 | moneytrax.com

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