by Carolyn Rothwell on November 25, 2015

Happy Thanksgiving! Money Tree Closed Thursday, Returning Friday

Thank you for your support and we hope you enjoy a lot to be thankful for this November and have a happy Thanksgiving holiday.  Our office will be closed Thanksgiving day.  If you need support or sales, please leave us a message or send us an email.  We will return Friday.  

Subscribe to Email Updates

Recent Posts

Planner Guides

Check out our free informational guides for advisors including:
  • Fundamental Financial Planning Interview Guide 
  • Making the Most out of Planning Engagements
  • Social Security: Choices Opportunities, and Decisions
  • Understanding Medicare Fundamentals

Popular Posts

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.