ORLANDO, FL | JANUARY 3-5, 2019

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

WHY YOU DON'T WANT TO MISS THIS EVENT

 

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. Watch a clip from last year's live client meeting below:


 

 

 

 

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.

Thursday, January 3:

11am-1pm: Welcome/Registration

1-5pm: Circle of Wealth® Tour for New & Prospective Members

6-7pm: 25th Anniversary Bash

7:15-9:30pm: Conference Kick-Off 

Friday, January 4:

7:30-8:15am: Breakfast

8:30am-12pm: General Sessions & Educational Breakouts

12-1:15pm: Lunch

1:30-6pm: General Sessions & Educational Breakouts

Saturday, January 5:

7:30-8:15am: Breakfast  

8:30am-12pm: General Sessions & Educational Breakouts  

12-1:15pm: Lunch  

1:30-4:30pm: The Live Case

4:30-5pm: Closing Remarks & the Future

Optional: Sunday, January 6: 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

MATT RZEPKA, Master Mentor

RODNEY COX, Ministry Insights

CRYSTAL LANGDON, Master Mentor

BREAKOUT SESSION TOPICS & PRESENTERS

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

STARR BARNUM Selling Annuities w/the Circle of Wealth®

BRYAN REPPLE Talking to your clients & prospect about their qualified plans

Matt Rzepka Using the Circle of Wealth® to find & communicate tax solutions for your clients

Brian Dumont Using the Circle of Wealth® to acquire & help high net worth clients

CRYSTAL LANGDON Building a custom presentation & introducing Life Insurance to your clients & prospects

JEREMY SHIPP Helping your retiree clients' money last & grow with the Circle of Wealth®

MARK GUTHRIE Before & after with the Spending Game -- the validation for your strategies

TRAVIS WYATT Answering the 4 Qs with the Personal Economic Model & Retirement Ready or Not for accumulators & retirees 

ERIC KING Home vs. house -- the largest asset your clients will buy, learn the truth & misconceptions to educate them

BETH WALKER Circle of Weath® Concepts for College Planning - strategies & solutions

BEATRICE SCHULTZ Circle of Weath® Concepts for College Planning - strategies & solutions

STARR BARNUM Financing everything you buy ... the Circle of Wealth® way

REGISTRATION & PRICING

Pricing below is our November Pricing which saves you $300 off the at-the-door rate. 

FIRST-TIME / GUESTS 

$450 Guest Rate Conference registration Video recordings (members) Meals during conference hours

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

UNDERGRAD / CLASSMEN  

$750 Undergraduate Rate Conference registration Video recordings Meals during conference hours

Note: Classmen have already attended at the guest rate; after attending four times as a classmen you graduate to Alumni. 

GRADUATE / ALUMNI  

$550 Alumni Rate Conference registration Video recordings Meals during conference hours

Note: Alumni have attended COW Colleges four times at the Classmen rate. Alumni have received their "COW Bell." 

Home Office & Office Staff Pricing: 

  • Home Office Personnel can attend at the $550 special guest rate. CLICK HERE to register as Home Office Personnel. 
  • Office Staff may attend for $750. CLICK HERE to register as Office Staff. 


Pricing Notes:

  • November pricing ends November 30, 2018.
  • After November 30th, price increases $100.  

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 1st; after this date, our room block with the guaranteed reduced rate will no longer be available. 

TRAVEL DETAILS

CONFERENCE HOTEL COW College 2019 will be held at The Hyatt Regency Orlando in 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 1st; 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 All: Registration desk opens at 11am on Thursday, January 3rd. 

First-time Attendees (Guests): You are required to attend the Circle of Wealth® Tour on Thursday, January 3rd, from 1pm – 5pm. If you cannot get a flight to Orlando by 10:30am on Thursday, January 3rd, we suggest you fly in on Wednesday, January 2nd.

Classmen & Alumni: We recommend attending the Circle of Wealth® Tour (it's a great review) but it is optional.

All: The main conference "Kicks Off" on Thursday with our 25th Anniversary Bash from 5:30 - 7 pm with the conference Opening Session starting at 7:30 p.m.

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

All: There is an optional Love & Money event on Sunday, January 6th from 9 am - 12 pm. Click here to learn more.

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 at 1 p.m. 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 $450 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 $650 if they are registered by October 31st. After October 31st the registration fee will increase to $850. 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 $450 guest rate if they register by October 31st. After October 31st the registration fee will increase to $650. CLICK HERE to register. Note: All special guest registrations will be verified in our system upon receipt.  

What's the dress code? Business casual

Who do contact 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.