by Carolyn Rothwell on August 19, 2014

2014 In-Depth Training: Seattle Workshop - Friday, September 19th.


Workshop SeattleMoney Tree Software's Seattle in-depth training workshop is just a month away - Friday, September 19th.  New for 2014, the workshop will have a morning session dedicated to Silver Financial Planner and an afternoon session dedicated to TOTAL Planning Suite.  You can attend a single session or both for a full day of training on both Silver and TOTAL.  If you are attending the FPA BE, make the most of your trip by joining Money Tree's workshop. 

New for 2014:  The workshop will have a morning session dedicated Silver Financial Planner and afternoon session dedicated to TOTAL Planning Suite.  You can attend a single session or both for a full day of training on both Silver and TOTAL.  If you are attending the FPA BE, make the most of your trip by joining Money Tree's workshop. 

View the agenda and register today to secure your spot in the workshop.

  • Location: Downtown Seattle, WA - at the Paramount Hotel
  • Date:  Friday, September 19th
  • Time: Attend either the AM or PM session, or both for a full day of training
    • 8:30 am – 12:00 pm (AM Session) – Silver Financial Planner
    • 1:00 pm-4:30 pm (PM Session) - TOTAL Planning Suite
  • Cost: $75 per session

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.