|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.
Venue: Hyatt Place Salt Lake City Airport
Who Should Attend: This workshop will benefit current users, as well as those evaluating professional financial planning software programs for their practice.
Workshop Price: $150 per attendee – includes lunch.
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|Other workshops locations and dates are being scheduled for the 2013 workshop schedule. We will announce other workshops as soon as we have the locations and dates confirmed.
Send us your requests and we will use your feedback to help set our 2013 workshop schedule.