by Carolyn Rothwell on March 27, 2014

2014 Money Tree Training Workshops - We Need Your Vote!


In our March newsletter, we asked for your help to determine which workshop format our planners prefer.  I would like to extend the vote to get even more responses and ensure we are best meeting your training needs!  Click the Vote Now button below to be directed to our newsletter page which included the voting form and choose your favorite training class format. 

WorkshopFormatVote

Full-Day Workshops (locations TDB) 
Training on both Silver and TOTAL Planning Suite in a classroom type setting. 

Half-Day Workshops (locations TDB)
Dedicated training on Silver or TOTAL Planning Suite in a classroom type setting. 

Advanced Online Workshops 
Advanced online training classes dedicated to Silver or TOTAL Planning Suite in an online meeting type setting.  

 

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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.