by Carolyn Rothwell on March 3, 2016

2016 Training Survey - Vote for your Preferred Format and Location

Share your vote to influence the development of in-depth training offerings for 2016. Provide feedback by voting for the format and locations to help ensure this year's training best suits your needs.


Have you watched our regular training classes? View recorded training classes anytime:

Silver - Desktop Edition | Online Edition

TOTAL - Desktop Edition | Online Edition | Easy Money | Golden Years

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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.