About the Course
  • Build on your fundamentals of retirement planning
  • Learn advanced sales techniques & how to present your solutions
  • Learn how to move your clients’ money for maximum efficiency to set them up for the rest of their lives
  • How to work with HNWC & to manage more of their money
  • Advanced techniques in the Spending Game 
  • Positioning annuities, life insurance, & investments as part of a holistic plan
  • Application of retirement planning strategies demonstrated via case studies
  • Six 90-minute sessions
  • Case study files
  • Recordings Archive
  • Prior group's Recordings Archive
  • Access to your coach during live sessions to ask Questions
  • Pre & post satisfaction survey
Meet Your Coach
Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®
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)

Sign-up Today

Starts June 1, 2021

Tuesdays 1-2:30 Eastern

What members say:
Jeremy's class definitely increased my awareness on several retirement topics and how the Circle of Wealth can be very helpful in explaining the concepts.
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Jeremy has great ways of phrasing his questions and comments to clients. Just like when you listen to Don, you find a better way to say things! 

Circle of Wealth® system by MoneyTrax

321-369-9470 | moneytrax.com