You're invited to virtually join us for the financial industry's premier event for financial professionals


January 6-8, 2021
Broadcasting Live
12 to 5  Eastern

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About COW College 2021

COW College is Circle of Wealth®'s Annual Conference for members and future members.  At this event, you will get to experience the unique culture of the Circle of Wealth® & learn from some of the best in the industry.  This event is 100% educational & includes a live case demonstration using the Circle of Wealth® sales process.

This year, we are focusing on how to leverage technology to evolve your processes and deliver a client experience that exceeds expectations.


Top Reasons to Attend:

  • Industry-leading sales training from the Circle of Wealth® Team
  • 100% educational event (not a vendor product sales meeting)
  • See a live client demonstration using the Circle of Wealth® (with a “real” client volunteer)
  • Learn how to use the Circle of Wealth® to dramatically impact your sales
  • Network with hundreds of financial professionals through our conference portal (match-making features to help connect like-minded professionals)
  • Content is delivered virtually so you can attend from your home office without the expense of travel
  • One of the best ways to experience everything the Circle of Wealth® has to offer.

What to Expect:

  • Live professionally produced broadcast 
  • 15+ hours of educational training & coaching
  • Real-time Q&A with presenters & moderators
  • A "live case" client meeting demonstration
  • Cutting edge virtual networking - group & one-on-one chat and video conferencing
  • Event special to join the Circle of Wealth®
  • Live chat & interaction with the Circle of Wealth® Team
  • And much, much more


Live-broadcast from Noon - 5 p.m. Eastern; all sessions start at the top of each hour.

January 6th
  • 2021 Blast Off with Jeremy Shipp & Don Blanton
  • Selling Life Insurance - COW Style with Starr Barnum
  • Next Level Retirement Planning and Annuities with Jeremy Shipp
  • Tackling College as a Major Capital Purchase with Beatrice Schultz & Beth Walker
  • Live Case Highlight Reel with Coaches Commentary
January 7th
  • Winning Business Owners as Clients with Matt Rzepka
  • Must Have Conversations with the new PEM Comparison Tool with Jeremy Shipp
  • Blockbuster Relationship with Fairway Mortgage with Beatrice Schultz & Harlan Accola
  • Live Case - 1st Meeting Accumulators with Starr Barnum
  • Coaches Corner - Q&A
January 8th
  • Changing Your Clients' DI Beliefs with Fredrick Hicks
  • The Advisor Marketing Framework with Crystal Langdon
  • New Enhanced Tools from Don Buddy
  • Live Case - Meeting the Business Owner with Matt Rzepka
  • Coaches Corner - Q&A
  • COW College Wrap Up - What's Next!
Meet Our Presenters
Coaching by successful, practicing advisors who use the Circle of Wealth® system every day with their own clients & prospects.
Don Blanton
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Mark Guthrie
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Starr Barnum
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Crystal Langdon
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Beatrice Schultz
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Beth Walker
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Fred Hicks
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Matt Rzepka
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Jeremy Shipp
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Live from a Studio
Virtual Broadcast

The Circle of Wealth® Team will broadcast live from a professional studio.   This will be a polished, next-level online experience (not a Zoom webinar). 

We will use the broadcasting tools you see on mainstream TV to provide the best online experience EVER.

No Need to Travel
Enjoy from the Comfort of Your Home

This year there is no need to travel; sit back and relax in the safety and comfort of your own home or office and enjoy COW College 2021. 

Our COW College 2021 Virtual Conference website will bring the conference to you.

100% real & unscripted
The "live case"

There are three live client meeting experiences at COW College this year - one per day:

  • Live client meeting highlight reel with coaches commentary - Wednesday
  • The initial meeting with an accumulator couple - Thursday
  • The business owner client - Friday

See the Circle of Wealth® in action.  Hear what to say, what to show and what order to do it in.

Conference Registration

Got questions?

Gold Pass
for Future Members Only
To qualify, you must be a financial professional & a prospective
Circle of Wealth® member

Virtual Conference Website & App
Live Stream All Sessions
Live Stream Live Case

Platinum Pass for Members Only
All Access Pass Available for
Circle of Wealth® Members Only
If you work for a financial organization supporting advisors and would like to participate in our Strategic Partner Program - click here. | 321-369-9470