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LIVE Webinar Schedule

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Upcoming Webinar Sessions

Each of the below live webinars will be hosted by a Subject Matter Expert to guide you through the topic and address any questions that may arise. If you are interested in a particular topic, click the Registration Web Link for that webinar to reserve your seat. Make sure that the date you'd like to sign up for is selected on your registration page! For all previously recorded Project Tailwag sessions, please click here.

*Please note that all live webinars are presented in the Tailwag version of Redtail. For previously recorded sessions in Leapfrog (Legacy CRM), please click here.

Can't focus on webinars or videos? Looking to learn in a live, workshop-style classroom training? Check out everything Redtail University has to offer! 

   

Multi-Gen Series Part 1: Three Strategies for a Multi-Generational Practice (30-45 min)
Tuesday, September 12
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/8637898972353315329
Webinar ID: 533-518-187
 
Redtail CRM Overview Demo (60 min)
Tuesday, September 12
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/rt/4365526634421582340
Webinar ID: 931-187-947
 
30 Minute QuickStart (30 min)
Wednesday, September 13
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/rt/4982291084952783876
Webinar ID: 966-715-499
 
Continuing Education: Workflow Your Process - Scheduling Prospect Meetings (30-45 min)
Thursday, September 14
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4711936575187007234
Webinar ID: 565-059-219
 
Redtail CRM Overview Demo (60 min)
Tuesday, September 19
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/rt/4365526634421582340
Webinar ID: 931-878-427
 
30 Minute QuickStart (30 min)
Wednesday, September 20
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/rt/4982291084952783876
Webinar ID: 519-764-219
 
Continuing Education: Moving Data - The More You Know, The Smoother the Move (30-45 min)
Thursday, September 21
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4624466027150903810
Webinar ID: 347-921-875
 
Multi-Gen Series Part 2: Streamline Client Communication with Technology (30-45 min)
Tuesday, September 26
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/3383656159741217795
Webinar ID: 834-339-395
 
Redtail CRM Overview Demo (60 min)
Tuesday, September 26
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/rt/4365526634421582340
Webinar ID: 162-181-091
 
30 Minute QuickStart (30 min)
Wednesday, September 27
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/rt/4982291084952783876
Webinar ID: 589-059-027
 
Continuing Education: Missing Puzzle Pieces - Handling Vacations in Your Office (30-45 min)
Thursday, September 28
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1877788124431606530
Webinar ID: 854-453-987
 
Multi-Gen Series Part 3: Brand Your Practice in a Fiduciary World (30-45 min)
Tuesday, October 24
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/3172482856998988035
Webinar ID: 924-722-963
 
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