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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 Redtail CRM sessions, 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!

Weekly Product Overview Webinars

Introducing Redtail Speak! (30 min)
LIVE Every Monday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
 
Redtail CRM Overview Demo (60 min)
LIVE Every Tuesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
 
30 Minute QuickStart (30 min)
LIVE Every Wednesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
 
Weekly Training Webinars
December 3: Product Overview - Speak
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://redtailtechnology.zoom.us/webinar/register/3616050299565/WN_6cWytrVJQJKynJaHw9P6jg 
 
December 10: Product Overview - Email
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:  https://redtailtechnology.zoom.us/webinar/register/3916050300302/WN_6W6bwDwcSRqQzSJP5uVRbA 
 
December 15: CEO PANEL WEBINAR - Strengthening Client Relations & Increasing Engagement For A More Successful Practice
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://www.advisorwebsites.com/webinar/redtail/strengthening-client-relations-and-increasing-engagement-for-a-more-successful-practice 
 
December 17: Product Overview - Imaging
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:   https://redtailtechnology.zoom.us/webinar/register/4816050300959/WN_D2UF9UC6TcCmmfi7L_9NWQ 
 
January 6: New Partner Spotlight: Holistiplan
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:   https://redtailtechnology.zoom.us/webinar/register/9816071206961/WN_Zy26MnxrTgyTEuLduaZjTg 
 
January 7: How to Tackle Data Clean Up
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:   https://redtailtechnology.zoom.us/webinar/register/5016070155261/WN_ghtv226hROGyxegsxzGBDw 
 
January 14: Redtail Essentials: Manage Your Account
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:   https://redtailtechnology.zoom.us/webinar/register/8316070155628/WN_rL2NClpaQvySL7gD6cJHMA
 
January 19: New Partner Spotlight: Levitate
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:   https://redtailtechnology.zoom.us/webinar/register/9316071207705/WN_T2YaUJXpQw-nE0aZDQqoeA 
 
January 21: Tour Of The Contact Record
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:   https://redtailtechnology.zoom.us/webinar/register/1516070325930/WN_gYhTshWsRdeX7OP-0oJu6Q 
 
January 28: Redtail Essentials: Today Page
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:   https://redtailtechnology.zoom.us/webinar/register/9116070326308/WN_srSVxOglSKG53tRWT0zdvw 
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