Upcoming Events

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.

Streamline Client Conversations with GReminders + CurrentClient!

We’re excited to launch the new GReminders + CurrentClient integration, giving financial advisors a seamless way to manage compliant client communications and meetings in one workflow.

Join this webinar to see how you can:

Be among the first to see the integration in action and learn how it can save your firm time while improving the client experience.

Orion Ascent

Orion or Redtail User? Come join us in sunny San Diego, CA for the Annual Orion Ascent Conference! GReminders has the DEEPEST integration to Redtail! Come Learn More.

Advisor Best Practices: A 4 Part Series

Join us for an exclusive webinar series where we dive deep into the art of mastering GReminders — the ultimate meeting management tool for Financial Advisors. Over 4 different sessions, we'll cover Scheduling, Reminders, Integrations and our AI Notetaker/Assistant.

GReminders & Simplicity Ops @ Orion Ascent - Happy Hour

GReminders and Simplicity Ops are hosting a Drinks & Apps on the first night of the Orion Ascent conference! Please Register if you plan on attending. We look forward to seeing you there!

Introducing a New AI Meeting Experience Directly Inside Redtail

Join GReminders and Redtail for a live webinar unveiling a new native integration that brings AI meeting Notes, pre-meeting briefs, and client scheduling directly inside Redtail. No separate tools and no manual syncing.

This session will walk through how firms are:

This is the first public walkthrough of this capability and represents a meaningful shift in how advisors manage meetings inside their CRM. If Redtail is central to your practice, this is a session you won’t want to miss.

FutureProof CityWide

Join us on the beach for the first AI Native Conference in Miami Beach, FL for FutureProof CityWide!

Future of RIA Tech Hosted by FinOps

The FinOps Co-Op® community, in partnership with Redtail, PreciseFP, and GReminders, presents the very first edition of Future of RIA Tech, a webinar experience focused on how technology is shaping advisory firms today, where it's headed next, and how your firm can not only adapt but thrive.

This session will dive into real-world workflows and operational decisions, highlighting how advisory firms are using AI, automation, and other modern tools to streamline processes, improve client experiences, and create scalable systems. Rather than theory, you’ll see practical examples of technology in action, learn what’s working today, and leave with ideas you can implement in your own firm.

Real Practice Management: Cambridge

GReminders will be joining Cambridge Financial Professionals in Kansas City, MO for Real Practice Management, a hands-on coaching workshop for financial professionals looking to grow their business.

Product Updates Webinar

Here at GReminders, we build our product for you, our customer. We're regularly taking your feedback and improving our platform and making updates to stay ahead.

Join us for our quarterly GReminders Product Updates Webinar to stay up to date on what improvements we've been making!

WealthReach + GReminders: From Intent Signals to Advisor Action

See how WealthReach and GReminders work together to connect prospect intent, meeting scheduling, and AI-powered follow-through, helping advisors act faster and smarter at every stage of the client journey.

RIA Edge

Join us in Nashville for RIA Edge where RIAs gather to share industry trends and knowhow.