Upcoming Events

Join us for a Virtual Webinar or In Person Event. Missed an Old Event? Watch Previous Events and Webinars.


Nov 21, 2023 - Apr 2, 2024
Virtual

GReminders + Redtail CRM

Join our webinar hosted by GReminders as we take you through the integration between GReminders and Redtail CRM. Learn about our platform and all the ways we integrate directly with Redtail!


Nov 23, 2023 - Apr 4, 2024
Virtual

GReminders + Wealthbox CRM

Join our webinar hosted by GReminders as we take you through the integration between GReminders and Wealthbox CRM. Learn about our platform and all the ways we integrate directly with Wealthbox!


Jan 1, 2024 - Dec 31, 2024
Virtual

GReminders Connect: Monthly 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.


Mar 4, 2024 @ 12:00pm PST
Virtual

Mastering the Prospect Journey with Stephanie Dannebaum

Join GReminders and Stephanie Dannebaum to elevate your prospect management game and ensure a smooth transition from lead to a successful onboarding journey. Don't miss this opportunity to revolutionize your approach and create a client experience that sets you apart. Reserve your spot now for an illuminating session that will redefine your prospect engagement strategy!


Mar 6, 2024 @ 11:00am PST
Virtual

Client Oboarding Efficiency with Simplicity Ops

Join our upcoming webinar where we'll be in conversation with Kate Guillen from Simplicity Ops. Kate will guide us through a segment of the Client Onboarding process, offering insights on implementing highly efficient processes and operating procedures. Don't miss this opportunity to gain valuable knowledge and enhance your onboarding practices.


Mar 12, 2024 - Mar 15, 2024
In Person

Orion Ascent Conference - San Diego, CA

Come Join us at this year’s Orion Ascent Conference in sunny San Diego, CA, March 12-15. GReminders will be exhibiting, so come meet the Team.


Jun 25, 2024 - Jun 26, 2024
In Person

Align U - Chicago, IL

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 the Windy City, Chicago Illinois.


Aug 20, 2024 - Aug 21, 2024
In Person

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.


Sep 24, 2024
In Person

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.


Oct 15, 2024
In Person

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!


Nov 12, 2024 - Nov 13, 2024
In Person

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”.