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 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.
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.
Advisor Best Practices: A 4-Part Series
Join us for an exclusive webinar series where we dive deep into the art of mastering GReminders — the ultimate meeting management tool for Financial Advisors. Over 4 different sessions, we'll cover Scheduling, Reminders, Integrations and our AI Notetaker/Assistant.
The RIA Roundtable - Beacon Strategies - Scottsdale, AZ
GReminders will be attending the RIA Roundtable hosted by Beacon Strategies, an invitation-only gathering for case study discussions, breakout sessions and community question and answer sessions.
RIA Edge - Nashville, TN
Join us in Nashville for RIA Edge where RIAs gather to share industry trends and knowhow.
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.