Upcoming Events
Join us for a Virtual Webinar or In Person Event. Missed an Old Event? Watch Previous Events and Webinars.
GReminders Weekly Office Hours (Every Friday)
Join our weekly live “Office Hours” EVERY FRIDAY from 10:30-12:30p PT / 1:30-3:30p ET. Designed to help you get the most out of GReminders. Whether you’re just getting started, be a fly on the wall or looking to optimize advanced features, our Customer Success Team is here to answer your questions in real time.
GReminders + Wealthbox: The Psychology of Showing Up: Why Clients Miss Meetings and How to Fix It
Join GReminders and Wealthbox for this webinar to learn more on the behavioral patterns behind why clients cancel, reschedule, or do not show up, and how advisors can design a better experience that clients are more likely to commit to. From communication to meeting structure, small changes can drive more consistent engagement.
Gateway Annual Meeting 2026 - San Diego, CA
We’ll be joining Gateway Financial Advisors for their annual meeting in San Diego - where growth meets connection! This year’s gathering is designed to spark fresh perspectives, foster meaningful relationships, and deliver actionable insights from both peers and industry-leading speakers.
GReminders + Investipal: The Age of Personalization
Today's clients expect more than a boilerplate portfolio recommendation — they expect to feel heard. But for financial advisors, translating a rich discovery conversation into a tailored, professional proposal has always meant hours of manual work, re-keying notes, and context slipping through the cracks.
Join GReminders, Investipal, and Advisor Digital for a live discussion around an integrated workflow that closes the gap between what your client tells you and what lands in their proposal - automatically.
GReminders + Integrated Advisor: Simplifying the Opportunity Lifecycle
Managing opportunities effectively shouldn't require more work - it should require less. In this session, we cut through the complexity of opportunity lifecycle management and focus on what actually moves the needle.
Join GReminders & IntegratedAdvisor to learn more about:
FPA New England Wicked Good Half-Day Talks & Happy Hour - Portsmouth, NH
GReminders will be joining the FPA New England chapter for a wicked smart day of cutting-edge ideas, real-world applications, & bold conversations with like-minded professionals.
EFT Breakthru Connect - Online
GReminders will be participating in EFT Connect - the largest virtual EFT meeting in the world.
FPA New England Wicked Good Half-Day Talks & Happy Hour - Salem, NH
GReminders will be joining the FPA New England chapter for a wicked smart day of cutting-edge ideas, real-world applications, & bold conversations with like-minded professionals.
Redtail University - Salt Lake City, UT
GReminders will be attending Redtail University, a full-day in person training for Redtail users. Come learn more about our new integration INSIDE Redtail!