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.

Redtail University - Atlanta, GA

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 - Denver, CO

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 - Boston, MA

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

GReminders + Integrated Advisor: Simplifying the Opportunity Lifecycle

Managing opportunities effectively shouldn't require more work - it should require less. In this session, we cut through the complexity of opportunity lifecycle management and focus on what actually moves the needle.

Join GReminders & IntegratedAdvisor to learn more about:

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.

GReminders + Wealthbox: The Psychology of Showing Up: Why Clients Miss Meetings and How to Fix It

Join GReminders and Wealthbox for this webinar to learn more on the behavioral patterns behind why clients cancel, reschedule, or do not show up, and how advisors can design a better experience that clients are more likely to commit to. From communication to meeting structure, small changes can drive more consistent engagement.

Gateway Annual Meeting 2026 - San Diego, CA

We’ll be joining Gateway Financial Advisors for their annual meeting in San Diego - where growth meets connection! This year’s gathering is designed to spark fresh perspectives, foster meaningful relationships, and deliver actionable insights from both peers and industry-leading speakers. 

FPA New England Wicked Good Half-Day Talks & Happy Hour - Portsmouth, NH

GReminders will be joining the FPA New England chapter for a wicked smart day of cutting-edge ideas, real-world applications, & bold conversations with like-minded professionals.

EFT Breakthru Connect - Online

GReminders will be participating in EFT Connect - the largest virtual EFT meeting in the world.

FPA New England Wicked Good Half-Day Talks & Happy Hour - Salem, NH

GReminders will be joining the FPA New England chapter for a wicked smart day of cutting-edge ideas, real-world applications, & bold conversations with like-minded professionals.

Redtail University - Salt Lake City, UT

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