by Carolyn Rothwell on March 7, 2013

2013 In-Depth Workshops: Join Us in Salt Lake - Friday, April 5th








We are heading to the Salt Lake City, UT for our first workshop of the 2013 season on Friday, April 5th. Donnie Carpenter 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.

Venue:  Hyatt Place Salt Lake City Airport

Who Should Attend:  This workshop will benefit current users, as well as those evaluating professional financial planning software programs for their practice.

Workshop Price:  $150 per attendee - includes lunch. 

Time:  Training will begin at 8:30 a.m.until 4:45 p.m. with morning and afternoon breaks and lunch.

Agenda and Registration Form

 Send Us Your  2013 Workshop  Location Requests  

Other workshops locations and dates are being scheduled for the 2013 workshop schedule.  We will announce other workshops as soon as we have the locations and dates confirmed. 

Send us your requests and we will use your feedback to help set our 2013 workshop schedule.  

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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.