About COW College 2022

Circle of Wealth® Annual Conference

Every year in January, MoneyTrax hosts its annual advisor conference.  This is where financial professionals come to Network, Share & Learn with the Circle of Wealth® community of Trusted Financial Experts.

This event is unique as it is 100% educational in nature, and we will introduce our best sales ideas, latest software innovations, marketing strategies, and advanced case design.

This year's event will be a hybrid conference, in-person for a limited number of attendees and live-streamed for all attendees.

This is the place you need to be to jump-start your 2022!


About COW College 2022

Circle of Wealth® Annual Conference

Every year in January, MoneyTrax hosts its annual advisor conference.  This is where financial professionals come to Network, Share & Learn with the Circle of Wealth® community of Trusted Financial Experts.

This event is unique as it is 100% educational in nature, and we will introduce our best sales ideas, latest software innovations, marketing strategies, and advanced case design.

This year's event will be a hybrid conference, in-person for a limited number of attendees and live-streamed for all attendees.

This is the place you need to be to jump-start your 2022!


Agenda

January 5-7, 2022
In-person Event - Agenda Below
Virtual Broadcast - 1-5 pm Eastern*

Wednesday
January 5th
10a - Check-in (VIP Onsite)
10:30a - Foundation for Success w/COW (VIP Onsite)
12p - Lunch on Your Own
1p - Embracing Financial Uncertainties in '22 & Beyond*
2p - Practical Power of the PEM*
3p Uncover New Opportunities w/the Annual Review*
4p - COW Tool Time & Marketing with Education*

5p - Reception (VIP Onsite)
Thursday
January 6th
8:30a - Networking Breakfast (VIP Onsite)
9:30a - Interactive Advanced Case Study (VIP Onsite)
12p - 'Ask Me Anything' Lunch w/Don (VIP Onsite)
1p - Belief Changers*
2p - Being "In" Debt vs. Having "A" Liability*
3p - Tax Mastery: Perception vs. Reality*
4p - Live Case Breakdown #1*

5p - VIP Partner Socials (VIP Onsite)

Friday
January 7th
8:30a - Networking Breakfast (VIP Onsite)
9:30a - Discover Uncommon Money (VIP Onsite)
12p - 'Ask Me Anything' Lunch w/Don (VIP Onsite)
1p - Navigating a Lifetime of MCPs*
2p - Designing Life Insurance that Delivers*
3p - The Impact of a Consistent Message*
4p - Live Case Breakdown #2*
5p - Inspiration for '22 & Next Steps*

Pricing
 
Just the Live Stream
(for guests)
BASIC LIVE STREAM
$237
3 Day of Training & Coaching

Live-stream Mainstage

Live-stream Live Case

 
Best Experience Together
(for members & guests)
VIP IN PERSON
(Limited Seating)
$1197
Everything Enhanced Virtual +

Discounted Room Rate at the Ritz

Network with Top Advisors

"In-studio" Audience Experience


Exclusive Coaching Sessions

"Ask Me Anything" Lunch with Don

Access to the Advisor Lounge

VIP Welcome Reception

In-person Support from the MoneyTrax Team


In-person Access to Coaches & Don Blanton

Early Access to 2022 Software

COW College Special Discounts

Partner Sponsored Socials

Raffle Prizes & Gifts
LIMITED CAPACITY
(250 SEATS)
 
 
Engage & Interact from Home
(for members & guests)
ENHANCED VIRTUAL
$597
3 Days of Training & Coaching

Live-stream Mainstage

Live-stream Live Case


Recordings of All Sessions

Early Access to 2022 Software

COW College Special Discounts

Interactive Conference App

Virtual Support from the MoneyTrax Team

Virtual Chat with Attendees & Executive Coaches

Early Access to 2022 Software

COW College Special Discounts

Shared Documents & Resources

Pricing
 
Best Experience Together
(for members & guests)

VIP IN PERSON
(Limited Seating)
$1197
Everything Enhanced Virtual +

Discounted Room Rate at the Ritz

Network with Top Advisors

"In-studio" Audience Experience

Exclusive Coaching Sessions

"Ask Me Anything" Lunch with Don

Access to the Advisor Lounge

VIP Welcome Reception

In-person Support from the Team


In-person Access to Executive Coaches & Don Blanton

Early Access to 2022 Software

COW College Special Discounts

Partner Sponsored Socials

Raffle Prizes & Gifts
LIMITED CAPACITY
(250 SEATS)
 
 
Engage & Interact from Home
(for members & guests)
ENHANCED VIRTUAL
$597
3 Days of Training & Coaching

Live-stream Mainstage

Live-stream Live Case

Interactive Conference Website/App (Whova)

Virtual Support from the MoneyTrax Team

Virtual Chat with Attendees & Executive Coaches

Shared Documents & Resources

Recordings of All Sessions

Early Access to 2022 Software

COW College Special Discounts

 
 
Just the Live Stream
(for guests)

BASIC LIVE STREAM
$237
3 Days of Training & Coaching

Live-stream Mainstage

Live-stream Live Case


In-person Event
The Ritz-Carlton Orlando

This 5-Star Florida resort offers luxury amenities and services in a naturally beautiful lakefront setting. Guests enjoy three outdoor heated pools and a spa.

Travel Details

Location: Ritz-Carlton Orlando, Grande Lakes, 4012 Central Florida Parkway, Orlando, FL 32837, Phone: (407) 206-2400

We have a limited number of discounted rooms at $249/night, which saves you hundreds off the regular room rate.

You must reserve your room on or before December 14, 2021 to get this discounted rate.  Click here or button below to book your hotel room now!

Nearest airport: Orlando International, airport code: MCO

Virtual Mainstage Broadcast

Coming to You Live from the Ritz!

For our virtual attendees, we will broadcast the Mainstage presentations live from the Ritz-Carlton from 1 to 5 p.m. Eastern.  Every session will start on time at the top of the hour.

Our professional broadcasting crew will be using the tools you see on TV to provide our virtual attendees with the best online experience EVER.

100% real & unscripted
The "live case"

See the Circle of Wealth® come to life with our "live case" demonstration.  

You will learn from our team of Executive Coaches what to say, what to show, and in what order to do it. 

You will hear insights from Don as he breaks down each case during the "Coaches Corner" on the couch.

The Conference App (Whova)
Agenda, Live-stream, Group Chat, Presenter Q&A, Recordings + more!

Available to our VIP In-person and Enhanced Virtual attendees, our Whova conference app allows you to connect and network with attendees, ask our presenters questions during the sessions, watch the recording archive immediately following each session and more!

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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Beatrice Schultz
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Starr Barnum
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Crystal Langdon
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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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Hear from past Attendees

Why you should attend!

Our Strategic Partners
 
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(321) 369-9470   |   hello@moneytrax.com  |  Contact Us

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