2025 Coaching Course

Finding Money for Retirees

Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects.
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About the Course

Learn How To...

  • The three retirement income approaches & how they work
  • The seven major risks retirees face
  • Capture a prospect’s attention during your first meeting
  • Separate yourself from other advisors
  • Document your client interactions & conversations

Demonstrate

  • Presentation tools for addressing the seven major risks
  • Basic Financial GPS & Spending Game techniques to use for retirement planning
  • The importance of not losing money during the 10 most important years of one’s financial life
  • Positioning annuities, life insurance, & investments as part of a holistic plan

Resources

  • Six, 90-minute sessions hosted via Zoom
    • Dates: Mar 18, Mar 25, Apr 1, Apr 8, Apr 15, Apr 22
    • Class time: 1-2:30 p.m. Eastern
  • Recordings archive
  • Shared documents
  • Ability to ask coach(es) questions during live sessions
  • Ability to email coach(es) course related questions

About the Course

Learn How To...

  • The three retirement income approaches & how they work
  • The seven major risks retirees face
  • Capture a prospect’s attention during your first meeting
  • Separate yourself from other advisors
  • Document your client interactions & conversations

Demonstrate

  • Presentation tools for addressing the seven major risks
  • Basic Financial GPS & Spending Game techniques to use for retirement planning
  • The importance of not losing money during the 10 most important years of one’s financial life
  • Positioning annuities, life insurance, & investments as part of a holistic plan

Resources

  • Six, 90-minute sessions hosted via Zoom
    • Dates: Mar 18, Mar 25, Apr 1, Apr 8, Apr 15, Apr 22
    • Class time: 1-2:30 p.m. Eastern
  • Recordings archive
  • Shared documents
  • Ability to ask coach(es) questions during live sessions
  • Ability to email coach(es) course related questions

Coaches (Instructors):

Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®

Executive Coach & Master Mentor
Connect with Jeremy on LinkedIn
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Learn more about Jeremy >

Coaches (Instructors):

Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®

Executive Coach & Master Mentor
Connect with Jeremy on LinkedIn
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice.
Learn more about Jeremy >

$750

Online Coaching Course

Mar 18, Mar 25, Apr 1, Apr 8, Apr 15, Apr 22
1-2:30 p.m. Eastern
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Join Now

Testimonials past Retirement Planning attendees:

I've found Jeremy's retirement planning course to be the most valuable of all the COW courses I've taken so far and it has increased my income by 5 times since implementing it.

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Michael B. - York, PA

This is a great fundamentals course. Jeremy is a comprehensive adviser and I am thankful I took the course.  I would love to learn more from Jeremy.

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Justin - Albany, OR

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