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).

2011 Workshop Schedule:

Our 2011 workshop season is over. Send in your requests for 2012 workshop locations to support@moneytree.com.
As soon as the schedule is established, we will post the schedule on our website and send out an email to our users.

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.