ORLANDO, FL | JANUARY 4-6, 2018

ATTRACT • ENGAGE • CONVERT

Join 800+ attendees at one of the most unique and exciting sales training events in the industry today!

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PROMO VIDEOS

 
 

SNEAK PEEK VIDEOS

 
 

CONFERENCE OVERVIEW

COW College is MoneyTrax‘s Annual Advisor Conference where we introduce the latest software innovations, client presentations, training, marketing tools, and advanced case design ideas. This conference is unique in that it is 100% educational in nature and not a sponsor driven event. At this event you will have the opportunity to network with 800+ advisors, attend educational breakout sessions, and watch MoneyTrax founder Don Blanton demonstrate the client process live on stage with a personal client – all 100% real and unscripted.  

There is nothing like COW College because there is no other meeting in the industry that has the same core message and the quality of producers whose primary focus is to serve their clients before themselves. It is also a time for guests and new members to experience the tremendous culture our community has created around the most effective communication tools in the industry.  

 

COW College is really all about you and we want to make sure every minute is of the highest value. We have no vendor sponsorships and enforce a strict no recruitment policy. You can feel comfortable that this is a safe event for you and your staff to attend.

AGENDA

Each day will be made up of general sessions and educational breakouts from industry leading trainers. You will also get to watch MoneyTrax founder Don Blanton demonstrate the client process live on stage with a personal client – all 100% real and unscripted. Click here to download our detailed agenda.

Thursday, January 4:

11am-1pm: Welcome/Registration

1-5pm: Circle of Wealth® Overview

7:30-9:30pm: Conference Kick-Off 

Friday, January 5:

8:30am-6pm: General Sessions & Educational Breakouts

Saturday, January 6:

8:30am-6pm: General Sessions & Educational Breakouts

Optional: Sunday, January 7: 9am-12pm: Love & Money Workshop. There is no charge to attend the Love & Money Workshop but you must register. Click here to learn more about Love & Money events.

MAIN STAGE PRESENTERS

Hear from Don Blanton and the MoneyTrax Team on the latest software innovations, client presentations, training, marketing tools, and advanced case design ideas.

DON BLANTON, Founder & President

MARK GUTHRIE, CEO

JEFF HOPPER, COO

STARR BARNUM, Master Mentor

RODNEY COX, Ministry Insights

CRYSTAL LANGDON, Master Mentor

BREAKOUT SESSION PRESENTERS

Our presenters are financial professionals who are experts in the system and successful in personal production.

STARR BARNUM Private Reserve Strategy & Life Insurance

BRYAN REPPLE Retirement Ready or Not for Accumulators & Retirees

MARK GUTHRIE Introduction the Spending Game

BEATRICE SCHULTZ College Planning Panel

KATE SEASTONE College Planning Panel

BETH WALKER College Planning Panel

C.W. Copeland, Ph.D. 18 Mistakes People Make in Retirement

TRAVIS WYATT Circle of Wealth® Tools for the Mortgage Conversation

JEREMY SHIPP Circle of Wealth® Tools for the Retiree

Doyle Stokes Selling Life Insurance in a P&C Captive Agency

Matt Rzepka Taxes are one of your biggest expenses; how to get the CPA on your side for solving this problem

Matt Caputo Stories of the Circle of Wealth®

REGISTRATION & PRICING

GUEST  

$350 Conference registration Meals during conference hours  

Note: A Guest is someone who has never attended COW College, is industry licensed and actively seeing clients. 

CLASSMEN  

$1050 Conference registration Video recordings Meals during conference hours  

 

 

ALUMNI  

$550 Conference registration Video recordings Meals during conference hours

Note: Alumni have attended COW Colleges four times at the Classmen rate.  

Registration & Pricing Notes: 

  • Home Office Personnel can attend at the $550 special guest rate. CLICK HERE to register as Home Office Personnel. 
  • Office Staff may attend for $850. CLICK HERE to register as Office Staff. 
  • Guests, pease register by December 1st to help us accommodate space and meals.  

VENUE & HOTEL

HYATT REGENCY ORLANDO 9801 International Drive Orlando, FL 32819 +1 800-233-1234

HOW TO RESERVE YOUR ROOM MoneyTrax has reserved a limited block of rooms with a special convention rate of $177.00 per night. Be sure to reserve your hotel room before December 5th; after this date, our room block with the guaranteed reduced rate will no longer be available.  

TRAVEL DETAILS

CONFERENCE HOTEL COW College 2018 will be held at The Hyatt Regency Orlando in Orlando Florida. The Hyatt Regency Orlando is located in the heart of Orlando’s famous I-Drive. Just take a short walk or drive and you will have access to hundreds of world famous dining, entertainment, and shopping choices!  

The Hyatt Regency Orlando 9801 International Drive Orlando, Florida, USA, 32819 Tel: +1 800-233-1234  

HOW TO RESERVE YOUR ROOM MoneyTrax has reserved a limited block of rooms with a special convention rate of $177.00 per night. Be sure to reserve your hotel room before December 5th; after this date, our room block with the guaranteed reduced rate will no longer be available. CLICK HERE to make your hotel reservation at the Hyatt.  

SUGGESTED TRAVEL TIMES Guests & Freshment: If this will be your first time attending COW College, you are required to attend the overview session on Thursday, January 4th, from 1pm – 5pm. We strongly suggest you fly in on Wednesday, January 3rd if you cannot get a flight into Orlando by 10:00am on Thursday, January 4th. The registration desk officially opens at 11am on Thursday, January 4th.  

Classmen & Alumni: For you, the Thursday, January 4th overview is optional, though we certainly welcome you to attend. The main conference will begin on Thursday night from 7:30pm – 9:30pm.  

All: The conference finale is the Live Client Meeting and you don’t want to miss it. The Live Client Meeting starts at 1:30pm and will end at 6pm on Saturday, January 6th.

GROUND TRANSPORTATION Taxi / Transportation Service: MEARS is an Orlando based transportation service. CLICK HERE for easy reservations or call 1-800-759-5219.  

UBER: The Uber app connects you with a reliable ride – from low-cost to premium – in minutes. Payment is automatic through the app and fares are usually cheaper than a taxi. CLICK HERE to learn more.  

LYFT: CLICK HERE to learn more.  

Car Rental: MoneyTrax has a corporate account with Enterprise Car Rental; rates range from $45/day for a compact to $55/day for a premium sized car. CLICK HERE to start a reservation; our corporate number/promotional code is 07C3438, if prompted our corporate account pin: MON.  

FAQS

It's my first time attending, what can I expect? The entire MoneyTrax family welcomes you, and we look forward to meeting you in person! Your COW College journey begins on Thursday afternoon with the founder of MoneyTrax and Circle of Wealth® creator, Don Blanton and the MoneyTrax team. You will be taken on a guided tour of the system and client process. At the conference, you will have the opportunity to hear from our most successful members, learn about and receive the latest system tools, and speak with our development team so we know what you need to succeed. Please Note: All first time attendees are required to attend this guided system tour on January 4th, from 1pm - 5pm.  

I am a Circle of Wealth® member who has never attended COW College. Should I register as a guest or freshmen? Anyone who is industry licensed and actively seeing clients is invited to attend as a guest one time at the $350 Guest rate.

How do I register my office staff personnel? We understand that office staff personnel is the backbone of most agencies, and having a clear understanding of the client process is vital. Office Staff, assistants and those who do not meet the “Guest” criteria may attend for $850 if they are registered by October 31st. After October 31st the registration fee will increase to $1050. CLICK HERE to register your office staff.

I am a home office representative, how do I register as special guest? Special Guests include home office staff from our carrier partners including regionals, VPs, etc. Special Guests can attend at the $350 guest rate if they register by October 31st. After October 31st the registration fee will increase to $550. CLICK HERE to register. Note: All special guest registrations will be verified in our system upon receipt.  

Who do contat if I need help with my registration? Please contact our support team at 321-369-9470 option 2, or via email at support@moneytrax.com.