If you are a Garrett Planning Network member attending the Annual 2013 Garrett Retreat, we hope you will be joining the Money Tree Advanced User Group workshop.
The Advanced User Group session will be held this Thursday, July 25th, 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. Attendees will be asked to participate by providing ideas for changes to the clients situation in order to provide an updated financial plan for the case study client. Updates to the plan based on the participants’ planning challenges will be modeled in Silver Financial Planner and TOTAL Planning Suite.
Attendees will learn tips and best practices for using Money Tree’s financial planning software.
View the Garrett Retreat Agenda for more information.