In Depth Workshops – All Day Training in a City Near You

Learn more about Money Tree Software’s programs and learn best practices to get the most out of the of your software.

Objectives:

Donnie Carpenter, CFP^® and product manager of TOTAL Planning Suite at Money Tree Software, will provide an overview of each of the financial planning applications. You'll learn how to determine which application is best for each type of client and how to implement them in your business to increase your revenue. In the training session he'll also cover the enhancements in the most recent releases and using the programs for increased profitability. There will be time for questions and answers at the end of the session.

Who Should Attend?

This workshop will benefit current users, as well as those evaluating professional financial planning software programs for their practice.

Workshop Price:

$150 per attendee - includes box lunch.

Time:

Training will begin at 8:30 a.m.until 4:45 p.m. with morning and afternoon breaks and lunch (included).

2013 Workshop Schedule:

Salt Lake City, UT Friday, April 5th
Orlando, FL (Date TBA)

Other workshops locations and dates are being scheduled for the 2013 workshop schedule. We will announce other workshops on our schedule as soon as we have the locations and dates confirmed.

Cancellation Policy:
Cancellation 14 days or more prior to the class will receive a refund of $125.
Cancellation less than 14 days prior to the class will receive a refund of $75.

More Information:
If you have any further questions regarding these in-depth workshops, please contact Money Tree Software toll-free 877-421-9815 or e-mail questions to support@moneytree.com.