Money Tree's Financial Planning Software Blog


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


by Carolyn Rothwell

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.  


2016 Training Survey - Vote for your Preferred Format and Location


by Carolyn Rothwell

Share your vote to influence the development of in-depth training offerings for 2016. Provide feedback by voting for the format and locations to help ensure this year's training best suits your needs.


New User Guides and Videos Available for TOTAL Online


by Carolyn Rothwell

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.


Learn More about Silver's Social Security Visualizer™


by Carolyn Rothwell

To help advisors discuss the importance of Social Security claiming strategies with clients, a new Social Security VisualizerTM feature is available in SilverThis new feature evaluates the results of over three hundred possible claiming combinations unique to each couples’ situation. Five of the most likely benefit claiming choices are shown, including a sixth mathematically optimal choice based on the client information and planning assumptions used. The educational text, example benefit numbers, and comparison graphs provide the basis for an informed discussion of the reason and benefits for each claiming strategy.


2014 In-Depth Training: Seattle Workshop - Friday, September 19th.


by Carolyn Rothwell

Money Tree Software's Seattle in-depth training workshop is just a month away - Friday, September 19th.  New for 2014, the workshop will have a morning session dedicated to Silver Financial Planner and an afternoon session dedicated to TOTAL Planning Suite.  You can attend a single session or both for a full day of training on both Silver and TOTAL.  If you are attending the FPA BE, make the most of your trip by joining Money Tree's workshop. 


2014 Money Tree Training Workshops - We Need Your Vote!


by Carolyn Rothwell

In our March newsletter, we asked for your help to determine which workshop format our planners prefer.  I would like to extend the vote to get even more responses and ensure we are best meeting your training needs!  Click the Vote Now button below to be directed to our newsletter page which included the voting form and choose your favorite training class format. 


Last Training Workshop of the Season in Orlando, FL - Friday Oct.18th


by Carolyn Rothwell

2013 In-Depth Workshops: Join Us in Salt Lake - Friday, April 5th


by Carolyn Rothwell

 

 

 

 

 

 

  

We are heading to the Salt Lake City, UT for our first workshop of the 2013 season on Friday, April 5th. Donnie Carpenter will be leading the training on Silver Financial Planner and TOTAL Planning Suite.

Participants can improve their skills using the software, learn some new tricks and discuss how to provide the best reports to serve your clients. Learn about the latest features, ask questions, and join discussions with other participants.


Join an Online Training Class for Your Financial Planning Software


by Carolyn Rothwell

Money Tree’s 2012 in-depth workshop season has just come to an end.  
We are collecting your requests for workshop locations and will start planning our 2013 workshop schedule in the spring.  As soon as we have the workshop schedule, will announce on our website, blog and newsletter.


Last Stop Seattle! Final 2012 In-Depth Training Workshop


by Carolyn Rothwell

Don’t miss out on your chance to attend an in-depth training workshop! We are heading to the Seattle, WA for our final workshop of the 2012 season. Carolyn Rothwell will be leading the training on Silver Financial Planner and TOTAL Planning Suite. Participants can improve their skills using the software, learn some new tricks and discuss how to provide the best reports to serve your clients. Learn about the latest features, ask questions, and join discussions with other participants.

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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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