See financial concepts and key ideas demonstrated using the Personal Economic Model®
About the Course
Learn How To...
- How to utilize the PEM to explain a variety financial concepts to your clients and prospects
- Experience a variety of conversations our executive coaches have with their own clients and prospects utilizing the PEM
- Learn tips and tricks for manipulating the model
Demonstrate
- Financial concepts with the PEM
- A variety of financial conversations with the PEM
- How to manipulate the PEM for an impactful message
Resources
- Six, one-hour, session recordings
- Shared documents and resources
- Ability to email your coach(es) course related questions
About the Course
Learn How To...
- How to utilize the PEM to explain a variety financial concepts to your clients and prospects
- Experience a variety of conversations our executive coaches have with their own clients and prospects utilizing the PEM
- Learn tips and tricks for manipulating the model
Demonstrate
- Financial concepts with the PEM
- A variety of financial conversations with the PEM
- How to manipulate the PEM for an impactful message
Resources
- Six, one-hour, session recordings
- Shared documents and resources
- Ability to email your coach(es) course related questions
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
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.
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Don Blanton
Founder & President of MoneyTrax, Inc.
Don Blanton is presently the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Starr Barnum
Executive Coach & Master Mentor
Starr works 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.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
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.
Don Blanton
Founder & President
Don Blanton is presently the owner and president of MoneyTrax, Inc., a company dedicated to the development of innovative communication tools for professionals in the financial services industry.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Starr Barnum
Executive Coach & Master Mentor
Starr works 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.
Jeremy Shipp
Executive Coach & Master Mentor
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.