by Carolyn Rothwell on December 29, 2015

Holiday Hours - Closing at Noon New Year's Eve, Closed New Year's Day


Money Tree will be closing at noon on New Year's Eve and closed New Year's Day to allow us to celebrate with our friends and families.  We hope you have a happy new year and we look forward to working with you in 2016 when we return on Monday the 4th. 

Thursday, December 31st - Closing at 12:00 PM PST
Friday, January 1st - Closed

HappyNewYear2016.jpg

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.