2026 Training

Summer Workshop

Financial GPS to Spending Game

Join us July 22–23 in Dayton, TN for the Circle of Wealth® Summer Workshop—a focused day and a half of hands-on training designed to help you master the foundation of every great financial conversation. By the end of the workshop, you’ll be able to clearly illustrate your clients’ present position and future potential with confidence.
Registration deadline: July 6, 2026
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About the Course

You Will Learn

  • How to gather and organize the essential financial information that makes every planning conversation more efficient and meaningful
  • How to enter and validate client data accurately inside Financial GPS and the Spending Game for reliable, client-ready outputs
  • How to answer the four most important financial questions that shape every effective planning discussion
  • How to identify hazards, threats, and inefficiencies that could jeopardize a client’s long-term success, and turn them into compelling recommendations

See Demonstrated

  • Real case examples showing how to illustrate a client’s present financial position and future potential using Financial GPS
  • How the Spending Game reveals hidden transfers, lifestyle impacts, and opportunities to strengthen a client’s financial trajectory
  • Instructor-led walkthroughs on building clear, solution-driven recommendations that clients understand and value immediately
  • The repeatable process top advisors use to create “aha” moments that lead to confident decisions and deeper client engagement

Includes

  • In-person, instructor-led workshops focused on real case development
  • Hands-on group learning with peer discussion and collaboration
  • Recording archive of all class work for ongoing reference
  • Dorm-style lodging available at Bryan College (optional)
  • Group meals during training
  • A learning environment that builds clarity, confidence, and success

About the Course

You Will Learn

  • How to gather and organize the essential financial information that makes every planning conversation more efficient and meaningful
  • How to enter and validate client data accurately inside Financial GPS and the Spending Game for reliable, client-ready outputs
  • How to answer the four most important financial questions that shape every effective planning discussion
  • How to identify hazards, threats, and inefficiencies that could jeopardize a client’s long-term success and turn them into compelling recommendations

See Demonstrated

  • Real case examples showing how to illustrate a client’s present financial position and future potential using Financial GPS
  • How the Spending Game reveals hidden transfers, lifestyle impacts, and opportunities to strengthen a client’s financial trajectory
  • Instructor-led walkthroughs on building clear, solution-driven recommendations that clients understand and value immediately
  • The repeatable process top advisors use to create “aha” moments that lead to confident decisions and deeper client engagement

Includes

  • In-person, instructor-led workshops focused on real case development
  • Hands-on group learning with peer discussion and collaboration
  • Recording archive of all class work for ongoing reference
  • Dorm-style lodging available at Bryan College (optional)
  • Group meals during training
  • A learning environment that builds clarity, confidence, and success​​​​​​​

Logistics

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July 22-23, 2026
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Jul 22 (Wednesday)
  • 2 - 6 pm – Training Bryan College
  • 6:30 pm – Group Dinner
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Jul 23 (Thursday)
  • 8 am - 5 pm – Training Bryan College
  • Includes breakfast, lunch and snacks
  • 6 pm – Dinner at Don's House
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    Location: Bryan College, Dayton, TN
    • 721 Bryan Drive, Dayton, TN 37321
    local_airport
    Airports near Dayton (drive time)
    • Chattanooga (40 min)
    • McGhee Tyson (85 min)
    • Nashville (2-1/2 hrs)
    • Atlanta (2-1/2 hrs)
    hotel
    Lodging & meals (included)
    • Dorm lodging available at the Bryan College.  Note these are basic dorm rooms with a shared bathroom
      • See nearby hotels below if you opt to not stay in dorms
    • Includes group meals during training and group dinner Wednesday and Thursday nights
    hotel
    Optional nearby hotels
    • Holiday Inn Express: Dayton, 2650 Rhea County Highway, Dayton, Tennessee, 37321 (Website)
    • Sleep Inn & Suites, 4450 Rhea County Highway, Dayton, TN, 37321 (Website)
    • Econolodge, 8763 Rhea County Hwy, Dayton, TN, 37321 (Website)

    Your Coaches (Instructors)

     
    Founder
    DON BLANTON
     
     
    Executive Coach
    STARR BARNUM
     
     
    Support
    BRIAN WOODALL
     
    Agent Help
    NOEL EDWARDS 
     
     
     

     Tuition 

    $1,500

    Payment Options 

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    Single Pay $1,500
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    Monthly Pay $260/mo x 6

    Questions? (321) 369-9470 Option 1

    Testimonials from past Summer Program attendees

    This class was awesome! It gave me a ton of confidence in the software and I feel like I can take on more sophisticated goals for the clients, like moving money to a policy and seeing how they will have more spendable income in the later years. I wish I had taken something like this years ago. It forced me to grow, and gave me the assurance that I was using the software correctly.

    /

    Matt S. - Anaheim, CA

    This is course imperative for everyone! I not only learned how to model specific strategies, but how to use the entire system on a whole different level!

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    John K. - Dayton, OH

    There is nothing out there that competes with the accuracy of spending game. Not even close. And clients love it

    /

    Jack B. - Algona, IA

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