Upcoming Events

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.

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.

Unlocking Workflow Efficiency: Leveraging Event Types in GReminders with Simplicity Ops

In this engaging webinar, we will delve into the strategic approach of setting up various event types to efficiently launch workflows and ultimately enhance calendar management.

Key takeaways discussed:

By the end of the webinar, participants will emerge equipped with actionable strategies and practical insights to leverage event types effectively, transforming their calendar management practices and increasing process effectiveness.

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.

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.

Ignite Conference

Ignite, is more than an event, it is an experience. Financial advisors and their staff are invited to connect with Cambridge leaders, sponsors, and their peers to network and learn from one another in an exciting atmosphere. The event is packed with both fun and educational experiences, small group sessions, motivational speakers, and more.

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.

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!

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”.