Donnie Carpenter, CFP® will be kicking off the training season by traveling to Orlando, FL for an in depth workshop to be held on Monday, June 18th. This first workshop of the season will be held at the Sheraton Suites Orlando Airport. Complementary parking is included and group rates at the Sheraton Suites are available to workshop attendees.
Join the workshop to learn about Money Tree Software’s financial planning programs. Increase your understanding, obtain great tips from an expert, and become familiar with recent enhancements to the programs.
The process of creating a financial plan with your clients is paramount to building a trusting advisory relationship. Learn how to best use financial planning software in your practice. Determine which financial planning application is best for each type of client and how to implement them in your business to increase your revenue. There will be time for questions, answers and discussions within the group at the end of the session.
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 and refreshments.
Time:
Training will begin at 8:30 a.m. until 4:45 p.m. with short breaks in the morning and afternoon, along with lunch.
Workshop Schedule:
Orlando, FL Monday, June 18th
Seattle, WA Date to be announced
San Antonio, TX Friday, September 29th (prior to FPA Experience 2012)
Make sure you are using the right software for your practice and using it to its full potential. Review the workshop agenda and register today!
