Money Tree Software is located in Corvallis, OR, which as luck would have it lies along the "path of totality" for the upcoming solar eclipse.
We are pleased to announce our newly designed website, featuring a modern design that is easier to scan, read, and navigate, enabling you to find the information you need quickly.
TOTAL Online includes a feature allowing Money Tree to populate the tax information for all states and territories available in the program's settings. We have the most recent state tax information for 2016 ready to send to our participating TOTAL Online customers. Please see a related blog post, 2016 State Tax Rates - Update TOTAL's State Tax Settings, for more information about the 2016 state tax changes.
The CFP Board, FPA®, Foundation for Financial Planning and the U.S. Conference of Mayors have joined forces for the sixth year to bring free financial planning events to 22 cities in the month of October. Financial Planning Days kicks off its first event this weekend in Atlanta, GA. Volunteers are still needed for the upcoming events. Check if there is an event in your area that would benefit from your support and expertise.
Please make sure to visit our booth (#905) to have a conversation, get answers to your questions, and see all of the great features of Money Tree’s financial planning software.
We will have a Boston favorite Mike's Pastry cannoli at our booth Saturday morning, so come early!
We are helping sponsor the 2015 T3 Advisor's Edition conference, which was listed as one of “The 8 Best Conferences for Financial Advisors in 2015” by Michael Kitces. This conference is geared towards new technologies available to financial advisors and we will be sharing our latest developments, including TOTAL Online. Money Tree's Donnie Carpenter, CFP® will be on a panel discussing financial planning software.
If you are attending TD Ameritrade Institutional’s national conference in San Diego this week, please stop by our exhibit in the Veo® Integration Partner kiosk area. Money Tree is an invited Veo open access technology provider. Money Tree's President, Mark Snodgrass, will be demonstrating TOTAL Online for Veo. This integration allows real time access Veo client data in TOTAL Online to streamline your process for creating financial plans.