Online Training – Accelerate Your Understanding

Our aim is to make it easy and cost effective for clients and prospects to get the training they need from the comfort of their own office. During the online training courses, our instructor will be able to demonstrate the software visually and verbally to you and at the same time answer any questions. The courses are designed for those individuals that need an understanding of basic system operations, such as the user interface, menu features, data entry, basic reports, and print options. The online training courses are perfect for new clients or as refresher courses for clients that need a reminder on how to use the software and take advantage of all its capabilities.

The courses are approximately 60 minutes in length, but sometimes can run longer. To get the most out of the online training courses, we recommend using the Money Tree Software applications before attending. The cost of each course is $35.

Silver Financial Planner – Fundamental Planning

The Silver course illustrates how to enter data, use the interface options, and understand the basic reporting.
We are now offering a training class for Silver Online held on Tuesdays, in addition to our regular Wednesdays trainings.

March 5, 2013 - 1:00 PM Pacific (Online version
March 6, 2013 - 1:00 PM Pacific (Desktop version)

April 2, 2013 - 1:00 PM Pacific (Online version)
April 3, 2013 - 1:00 PM Pacific (Desktop version)

April 30, 2013 - 1:00 PM Pacific (Online version)
May 1, 2013 - 1:00 PM Pacific (Desktop version)

TOTAL Planning Suite – Data Input Platform (Easy Money & Golden Years)

The TOTAL Planning Suite course illustrates the interface options and data input of the software.

March 13, 2013 - 1:00 PM Pacific

April 10, 2013 - 1:00 PM Pacific

May 8, 2013 - 1:00 PM Pacific

Easy Money – In Depth Goal Based Planning

The Easy Money course is an overview to aid in the concepts and your understanding of the Easy Money reports.

February 27, 2013 - 1:00 PM Pacific

March 27, 2013 - 1:00 PM Pacific

April 24, 2013 - 1:00 PM Pacific

Golden Years – Advanced Cash Flow Planning

The Golden Years course is an overview to aid in the concepts and your understanding of the Golden Years reports.

February 20, 2013 - 1:00 PM Pacific

March 20, 2013 - 1:00 PM Pacific

April 17, 2013 - 1:00 PM Pacific

Registration

You must register for a class at least 24 hours in advance.

Call us toll-free 877-421-9815.

Once you have registered for an on-line training course, you will receive an e-mail with the course name, password, conference call number*, instructions on set up procedures, and a link to access the course over the Internet. Course sizes are limited, so register today.

*Regular toll charges apply. Attendee is responsible for the telephony connection.

Note:
We will charge your credit card for all the classes you register for immediately. If you need to cancel or reschedule a class, review the cancellation policy information below.

Cancellation Policy:
If you cancel more than 7 days before a course, you will receive a full refund. If you must cancel a course less than 7 days prior to the course, you will be charged a $10 cancellation fee per course canceled, or you can reschedule for another date without being charged the cancellation fee.

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