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.

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.

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.

The RIA Roundtable - Beacon Strategies

GReminders will be attending the RIA Roundtable hosted by Beacon Strategies, an invitation-only gathering for case study discussions, breakout sessions and community question and answer sessions.

RIA Edge

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

Redtail University

GReminders will be attending Redtail University, a full-day in person training for Redtail users. Come learn more about our new integration INSIDE Redtail!

Innovators Roundtable - Beacon Strategies

GReminders will be attending the Innovators' Roundtable, an annual deep dive into collaborating on exploring and projecting the leading and bleeding edge of technology

Osaic NXT

NXT brings together Financial Professionals across generations to foster a vibrant community committed to innovation and sustained success in wealth management.