If you are a Garrett Planning Network member attending the Annual 2012 Garrett Retreat, we hope you will be joining the Money Tree Advanced User Group workshop.
The Advanced User Group session will be held this upcoming Sunday, August 5th, from 1:00-4:00 pm.
This workshop, led by Donnie Carpenter, CFP®, will review a case study that incorporates education planning, gift planning, deferred compensation, stock options, among other details.
The group will walk through the input of the case together in Silver Financial Planner and TOTAL Planning Suite, then look at the results in the reports and discuss how to quickly review input details using reports.
Attendees will learn tips and best practices for using Money Tree’s financial planning software while going through the case study. Attendees will be able to ask questions about using the software, and participate in the case review and discussion.
View the Garrett Retreat Agenda for more information.
We hope you enjoy Garrett’s annual retreat and we look forward to a great workshop and discussion Sunday.
