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 Tues & Fri)
Join our weekly live “Office Hours” EVERY TUESDAY and 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 for Cetera: The Modern Advisor’s Meeting Workflow
In this exclusive session for Cetera Financial Advisors, we’ll walk through how GReminders integrates seamlessly into your existing workflows - helping you automate scheduling, put your annual reviews on auto-pilot, and leverage AI to enhance the overall client experience.
What you’ll learn about:
Osaic Service Staff Excellence Symposium - Scottsdale, AZ
GReminders will be joining Osaic for their inaugural Service Staff Excellence Symposium, a gathering of frontline support professionals who power Advisors practices!
First Heartland University - St. Louis, MO
GReminders will be speaking at First Heartland’s annual conference, connecting Advisors with to our all in one meeting management platform!
GReminders + SmartOffice: Scale Your Practice's Capacity
Scale Your Practice's Capacity: Eliminate 10 Hours of Weekly Admin Without Adding Headcount
Designed for advisors and support teams looking to handle more clients without expanding their payroll, this webinar highlights how to eliminate hours of prep and manual note-taking before and after client meetings. We will cover how the GReminders Integration delivers instant pre-meeting briefs right inside SmartOffice records, automatically captures meeting summaries, and writes back key action items into client files so your existing team can focus entirely on high-value client conversations.
FutureProof Festival - Huntington Beach, CA
Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival!
CFD Companies Fall Conference - Kokomo, IN
GReminders will be joining CFD Companies for their Fall Conference!
Bob Veres Insiders Forum - Denver, CO
GReminders will be attending the Bob Veres Insiders Forum - a masterclass conference for experienced financial advisory professionals.
Cambridge Ignite - Kissimee, FL
GReminders will be joining Cambridge Investment Research for it’s annual gathering of Financial Advisors!
Align University - Pittsburgh, PA
GReminders will be attending Align U University, a full-day in person training for Redtail & Orion users. Come learn more about our new integration INSIDE Redtail!
GReminders 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!
Symmetry Base Camp - Glastonbury, CT
GReminders will be attending Symmetry Base Camp, an event that brings together a select group of financial advisors, industry partners, and Symmetry leaders for conversations focused on growth, practice management, and building a stronger advisory business.
Redtail University - St. Louis, MO
GReminders will be attending Redtail University, a full-day in person training for Redtail users. Come learn more about our new integration INSIDE Redtail!