Upcoming Events
Join us for a Virtual Webinar or In Person Event. Missed an Old Event? Watch Previous Events and Webinars.
FPA Norcal - San Francisco, CA
Join us at the 53rd Annual Financial Planning Association’s Norcal Event in San Francisco, CA
Work Smarter, Not Harder: Unlock Time Saving Automation with RooksDM & GReminders
A Financial Advisor's most valuable resource is their time - and there never seems to be enough of it. Join GReminders and RooksDM in a joint webinar to learn more about how automation can give Advisors hours back!
RIA Edge - Boca Raton, FL
We are sponsoring and speaking at the RIA Edge Event in Boca Raton Florida Event. Come join thousands of RIAs and Wealth Advisors as we debate the hot button issues and examine mega-trends.
Align University (Redtail / Orion) - Chicago, IL
Join us with Redtail and Orion Staff to take a deep dive into Wealth Management Operations in Chicago in June.
Redtail University - Newark, NJ
Join us on a deep dive in Redtail CRM and GReminders in New Jersey!
Bob Veres Insiders Forum - New Orleans, LA
GReminders will be attending the Bob Veres Insiders Forum - a masterclass conference for experienced financial advisory professionals.
Redtail University - Dallas, TX
Join us on a deep dive in Redtail CRM and GReminders in Dallas!
Schwab Impact - Denver, CO
We are sponsoring Schwab Impact in Denver, CO. Join us for inspiration, education, and countless connections at this RIA industry gathering!
