Be a Trusted Financial Expert
Spending Game Summer School
Take your "Game" to the next level with our Spending Game Summer School where you will fully Immerse yourself in case creation, presentation, and validation of case theory.

Few people will ever see or understand their financial picture like it can be illustrated with the Spending Game.

Your ability to provide this information will separate you from the crowd and give your clients even more reason to refer you to their friends and family.

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Registration deadline: June 25, 2024
About the Course
Learn
  • Master the Personal Economic Model
  • Integrate your client’s financial data from Financial GPS to Spending Game
  • Build a Spending Game that demonstrates your client’s current situation
  • Create alternative scenarios with your recommended changes
  • Utilize Visualizations and the power of the comparison tool to bring your solutions to life
  • Manage: Accounts, Cash Flows, Visualizations, and Reports
  • Review course outline (here)
Overview
  • 2 pre-school webinars (Jun 26 & Jul 10, 2-3:15 Eastern)
    3-1/2 days of in-person, hands-on training (Jul 15-19)

  • Lodging and meals included with tuition
  • Instructors & group masters include: Don Blanton, Brian Woodall, Matt Rzepka, Starr Barnum, Merle Gilley, Andrew Windham, Jeff Caputo and Noel Edwards
  • At the school, you will receive:
    • How-to classroom instruction
    • Case design theory and concepts
    • Hands-on lab assignments - individual and with a partner
    • Small group coaching with your group’s master mentor
Why
  • Learn to tell the story of your clients' future potential with the confidence of a Trusted Financial Expert
  • Practice makes perfect and this course is created to make you engage and practice
  • By the end of the school, you will be able to build your clients’ initial position, create recommendations, build a revised position and show your clients their solution(s)
  • Never present wrong information again
  • Get your clients to engage with your recommendations
  • Build and present your client cases with confidence
About the Course
Learn
  • Master the Personal Economic Model
  • Integrate your client’s financial data from Financial GPS to Spending Game
  • Build a Spending Game that demonstrates your client’s current situation
  • Create alternative scenarios with your recommended changes
  • Utilize Visualizations and the power of the comparison tool to bring your solutions to life
  • Manage: Accounts, Cash Flows, Visualizations, and Reports
  • Review course outline (here)
Overview
  • 2 pre-school webinars (Jun 26 and Jul 10, 2-3:15 Eastern)
  • 3-1/2 days of in-person, hands-on training (Jul 15-19)
  • Lodging and meals included with tuition
  • Instructors & group masters include: Don Blanton, Brian Woodall, Matt Rzepka, Starr Barnum, Merle Gilley, Andrew Windham, Jeff Caputo and Noel Edwards
  • At the school, you will receive:
    • How-to classroom instruction
    • Case design theory and concepts
    • Hands-on lab assignments - individual and with a partner
    • Small group coaching with your group’s master mentor
Why
  • Learn to tell the story of your clients' future potential with the confidence of a Trusted Financial Expert.
  • Practice makes perfect and this course is created to make you engage and practice
  • By the end of the school, you will be able to build your clients’ initial position, create recommendations, build a revised position and show your clients their solution(s)
  • Never present wrong information again
  • Get your clients to engage with your recommendations
  • Build and present your client cases with confidence
Logistics
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Dates: July 15-19, 2024
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Jun 26 & Jul 10
  • Pre-School Webinars: 2-3:15 pm Eastern
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Jul 15 (Mon)
  • 3 - 5 pm - Check-in Bryan College Dormitories
  • 5 - 7 pm - Dinner at Don's House
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Jul 16-18 (Tue-Thu)
  • 7 - 8 – Breakfast (Cafeteria)
  • 8 - 12 – School (Stophel Center)
  • 12 - 1:30 – Lunch (Cafeteria)
  • 1:30 - 5:30 – School (Stophel Center)
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    Jul 18 (Thu)
    • 5:30 - 7:30 pm - Dinner at Don's House
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    Jul 19 (Fri)
    • 7 - 8 – Breakfast (Cafeteria)
    • 8 - 12 – School (Stophel Center)
    • 12 - 1:30 – Lunch (Cafeteria)
      location_on
      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 with tuition
      • Lodging at the Bryan College Dorms
      • Breakfast, Snack, Lunch & Dinner at Bryan College Cafeteria
      • Dinner at Don's House Monday & Thursday evening
      Instructors & Group Masters
       
      Founder
      DON BLANTON
       
       
      Support
      BRIAN WOODALL
       
       
       
      Executive Coach
      STARR BARNUM
       
       
      Executive Coach
      MATT RZEPKA
      Agent Help
      NOEL EDWARDS 
       
      TriQuest President
      MERLE GILLEY
       
      Master Mentor
      ANDREW WINDHAM
       
      $4,000
      July 15-19, 2024
      Bryan College Dayton, TN
      Tuition includes room and board at the Bryan College dormitory
      Register by June 25, 2024
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      Single Pay ($4,000)
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      Monthly Pay ($350/mo)
      Testimonials from past Spending Game course attendees

      This is course imperative for anyone who wants to be proficient in using the Spending Game! I not only learned how to model specific strategies, but how to use the entire program 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

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      Jack B. - Algona, IA

      I cannot recommend this course enough - well worth the investment of time and money to get more familiar with this powerful financial planning system. After the course, I feel much more comfortable Innside the Spending Game, and now can ask more meaningful and informed questions for those unique and complex cases that might come up from time to time. The “hands on” approach of having us build out scenarios was great in that it helped us learn through our own mistakes.

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      Ian M. - San Diego, CA

      The spending game makes a client realize that they have been taking care of their finances based on opinion, rather than facts.

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      Greg G. - Woodbury, MN

      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 it a year ago. It forced me to grow, and gave me the assurance that I was using the software correctly.

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      Matt S. - Anaheim, CA

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