by Carolyn Rothwell on October 1, 2013

Last Training Workshop of the Season in Orlando, FL - Friday Oct.18th


View the Workshop Agenda and Registration 

We wanted to remind you that the Money Tree Software Workshop in Orlando is just around the corner - Friday, October 18th. We're looking forward to having you join us for an enlightening exploration of the newest Money Tree Software programs and features.

If you are traveling to Orlando for FPA Experience 2013, make the most of your trip by attending this informative training workshop covering Silver Financial Planner and TOTAL Planning Suite.

Register Now

Learn everything you need to know to make the most out of Silver Financial Planner and TOTAL Planning Suite, including best practices, program tips, and common questions. Find out more about our latest developments and what's on the horizon, Learn from your peers and Money Tree's experts Donnie Carpenter and Carolyn Rothwell by asking questions and participating in a lively group discussion.

Date: Friday, October 18

Cost: $150

Time: 8:30 AM until 4:45 PM.

Lunch and breaks: Lunch and coffee during breaks are included in your registration.

Materials: The presentation will be projected to a screen and handouts will be provided, so you are not required to bring a notebook computer.

Location: Residence Inn - Convention Center, 8800 Universal Blvd, Orlando, FL 32819

Room Reservations: If you are from out of town and need a room at the facility call (407) 226-0288. There are several hotels to choose from on Orlando's resort area International Drive.

Parking: Complimentary on-site parking is available.

Download an agenda and registration form to register today!
or call 877-421-9815 for more information.

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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.