Upcoming Events

Weekly Webinar: Scheduling and Reminders BUILT for Advisors

Discover the transformative power of GReminders’ DIRECT Integrations with Redtail and Wealthbox, designed to revolutionize your office productivity. By automating your scheduling and reminders, you’ll unlock a new level of efficiency, allowing you to focus on what truly matters—your clients.

Align U - Philadelphia, PA

An extension of Redtail University, Align U is a longer engagement conference here to help financial professionals from every corner of the galaxy in making sure that you become experts on the instruments in your spacecraft and have a perfect flight plan to build cosmic connections with your clients!

GReminders will be in attendance to engage, learn and answer any questions regarding our direct integration with Redtail CRM. Come join us in Philly, the City of Brotherly Love.

Cambridge Ignite Conference - Aurora, CO

The Cambridge Ignite national conference is designed for fee only and fee/commission based financial professionals choosing Cambridge to support their independent firm. This well attended event enables independent financial professionals opportunities to learn more about choices regarding Cambridge financial solutions while engaging in professional development and networking with other Cambridge financial professionals.

USA Financial Chain-of-Secrets - Grand Rapids, MI

Meet us at the Annual USA Financial Advisor Event “Chain-of-Secrets” in Grand Rapids, MI. See the power of GReminder’s direct integration with Redtail CRM. Learn more at https://www.usafinancial.com/

RTU - Kansas City, MO

Redtail University is here to help financial professionals from every corner of the galaxy in making sure that you become experts on the instruments in your spacecraft and have a perfect flight plan to build cosmic connections with your clients!

GReminders will be in attendance to engage, learn and answer all questions about our direct integration with Redtail CRM! Come join us in KC.

GReminders Connect: Quarterly Product Update

Monthly overview of Feature Updates, how to set up our platform, partnership news, integrations, and a Q&A segment to answer your most pertinent questions.

RIA West - Marina Del Rey, CA

Come Join us at RIA West in Los Angeles. GReminders will be exhibiting and speaking at RIA Edge West. Discover C-level strategies that accelerate RIA growth. Join your peers for the ultimate RIA experience.

RTU - Phoenix, AZ

Redtail University is here to help financial professionals from every corner of the galaxy in making sure that you become experts on the instruments in your spacecraft and have a perfect flight plan to build cosmic connections with your clients! GReminders will be in attendance to engage, learn and answer all questions about our direct integration with Redtail CRM!

Osaic ConnectED - Orlando, FL

This gathering unites financial professionals and office staff, enterprises, institutional partners, home office leaders, and employees for a three-day event in Orlando. GReminders is excited to sponsor this event. Stop by our Kiosk and say hello and learn about our unique scheduling system for financial advisors.

Align U - Dallas, TX

An extension of RTU, Align U is a longer engagement conference here to help financial professionals from every corner of the galaxy in making sure that you become experts on the instruments in your spacecraft and have a perfect flight plan to build cosmic connections with your clients!

GReminders will be in attendance to engage, learn and answer any questions regarding our direct integration with Redtail CRM. Come join us in the “Big D”.