About the Course
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Hear Coaches Discuss
  • Implementing the Circle of Wealth®
  • How to handle objections
  • What to cover at annual review
  • And more
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Who Can Join
  • For serious advisors investing in their education, included with:
    • 2021 Mentor Program
    • 2021 Flex Pass
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Resources
  • Six 60-minute sessions
  • Hosted every other month
  • Recordings Archive
  • Access to your coach(es) during live sessions to ask Questions
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)

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)

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)

 
 
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)

Sign-up Now

No registration required; this course will be add-on to the 2021 Mentor Program and/or the 2021 Flex Pass

Upon register for either of the options above, you will be automatically enrolled in the Coaches Corner.
First session will be in February 22, 2021 at 11 a.m. to 12-noon Eastern

Circle of Wealth® system by MoneyTrax

321-369-9470 | moneytrax.com

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