by Carolyn Rothwell on October 9, 2012

Last Stop Seattle! Final 2012 In-Depth Training Workshop


describe the imageDon’t miss out on your chance to attend an in-depth training workshop! We are heading to the Seattle, WA for our final workshop of the 2012 season. Carolyn Rothwell will be leading the training on Silver Financial Planner and TOTAL Planning Suite. Participants can improve their skills using the software, learn some new tricks and discuss how to provide the best reports to serve your clients. Learn about the latest features, ask questions, and join discussions with other participants.

Date: Friday, October 26th
Location: Hilton Seattle Airport & Conference Center

Agenda and Registration Form

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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.