by Carolyn Rothwell on November 17, 2015

New User Guides and Videos Available for TOTAL Online


New user guides and additional training videos are available to help advisors get started and learn more about planning with TOTAL Online. The user guides include detailed descriptions of each section and the training videos provide helpful information and tips for creating plans in TOTAL Online.

 

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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

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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.