by Carolyn Rothwell on October 30, 2012

Join an Online Training Class for Your Financial Planning Software

Money Tree’s 2012 in-depth workshop season has just come to an end.  
We are collecting your requests for workshop locations and will start planning our 2013 workshop schedule in the spring.  As soon as we have the workshop schedule, will announce on our website, blog and newsletter.

Send Us Your  2013 Workshop  Location Requests

If you are interested in receiving training on your software, join an online training class, which are offered year round.  The online classes are broken down per program, so unlike the all-day workshops, you can simply attend the training for the program you use or are interested in learning more about.  

The training classes are held every Wednesday (with the exception of the Silver Online class held on Tuesday) at 1:00 PM Pacific Time.


The classes are held using an online meeting where you will view the teachers screen and listen in via phone or headphone. The classes are about an hour long and cost $35 to attend.

Our online training classes rotate between our professional financial planning software programs.

Expect to learn a lot about the program is a short time! The classes are a great way to start if you are new to using the programs or if want an in-depth look at the programs before you purchase. 

If you are interested in attending a class, view the training class schedule and learn more by visiting our Online Training page.

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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.