Power of the PEM
See financial concepts and key ideas demonstrated using the Personal Economic Model®
About the Course
  • How to utilize the PEM to explain a variety financial concepts to your clients and prospects
  • Experience a variety of conversations our executive coaches have with their own clients and prospects utilizing the PEM
  • Learn tips and tricks for manipulating the model
  • Financial concepts with the PEM
  • A variety of financial conversations with the PEM
  • How to manipulate the PEM for an impactful message
  • Six, one-hour, monthly sessions
  • All sessions recorded; join anytime to access the archive
  • Shared documents and resources
  • Access to your coach(es) during live sessions
  • Ability to email your coach(es) course related questions
  • Pre and post course satisfaction surveys
Meet Your Coaches
Don Blanton
Founder & creator of the Circle of Wealth®
& President of MoneyTrax, Inc.

Connect with Don on LinkedIn

Don Blanton is the owner and president of MoneyTrax, Inc, a company dedicated to the development of innovative communication tools for professionals in the financial services industry.  (Learn more about Don)

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)

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)

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)

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)

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)

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)

Starts January 31, 2022
Mondays at 12-1 p.m. Eastern
Jan 31, Feb 14, Mar 28, Apr 25, May 23, Jun 27

Become a Trusted Financial Expert

(321) 369-9470   |   hello@moneytrax.com  |  Vancouver, WA