by Carolyn Rothwell on August 22, 2016

Join a 20-minute Training Class of TOTAL's Social Security Strategies This Week

Join a 20-minute training to learn more about the new Social Security feature in TOTAL. The training will cover Social Security data entry, the new reports, and FAQs. Two Social Security Strategies classes remain, both scheduled for this week on Tuesday 8/23 and Wednesday 8/24.  

 View the training dates and sign up to join a session.


- Walk-through the changes to the Social Security data entry.

- Learn about the new Social Security reports.

- Get answers to frequently asked questions.

 Sign Up Now to Join the Tuesday (8/23) or Wednesday (8/24) Session.

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  • Social Security: Choices Opportunities, and Decisions
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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.