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.
$150 per attendee - includes box lunch.
Training will begin at 8:30 a.m.until 4:45 p.m. with morning and afternoon breaks and lunch (included).