Upcoming Events

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


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.


Apr 10, 2024 - Apr 9, 2025
Virtual

GReminders 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.


May 30, 2024 @ 11:00am PDT
Virtual

Mastering GReminders: Best Practices for Financial Advisors Part 1 of 3

Join us for an exclusive THREE PART webinar series where we dive deep into the art of mastering GReminders—the ultimate scheduling tool for financial advisors. In this session, we’ll unveil best practices surrounding Scheduling and Event Types within the Redtail and Wealthbox CRMs. Whether you’re a seasoned pro or just getting started, this webinar is your gateway to optimizing client interactions, streamlining workflows, and staying ahead in the financial advisory landscape. Don’t miss out—reserve your spot now and unlock the full potential of GReminders!


Jun 6, 2024 @ 11:00am PDT
Virtual

Mastering GReminders: Best Practices for Financial Advisors Part 2 of 3

Join us for PART TWO of our best practice webinar series where we dive deep into the art of mastering GReminders—the ultimate scheduling tool for financial advisors. In this session, we’ll unveil best practices around Reminders and reducing "No-Shows". Don’t miss out—reserve your spot now and unlock the full potential of GReminders!


Jun 13, 2024 @ 11:00am PDT
Virtual

Mastering GReminders: Best Practices for Financial Advisors Part 3 of 3

Join us for the LAST part of this 3 part series where we dive deep into the art of mastering GReminders—the ultimate scheduling tool for financial advisors. In this session, we’ll unveil best practices, insider tips, and advanced strategies to supercharge your productivity. Reserve your spot now and unlock the full potential of GReminders!


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.


Aug 21, 2024 - Aug 23, 2024
In Person

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.


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”.