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 Training Webinars
Introducing Redtail Speak! (30 min)
LIVE Every Monday
LIVE Every Monday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
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
Registration: Click Here to Select a Scheduled Webinar Date
30 Minute QuickStart (30 min)
LIVE Every Wednesday
LIVE Every Wednesday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration: Click Here to Select a Scheduled Webinar Date
Registration: Click Here to Select a Scheduled Webinar Date
Additional Training Webinars
February 19: Exciting Financial Planning Opportunties with the SECURE Act
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
February 20: How to handle cancelled appointments
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 705-836-636
February 27: Redtail Essentials: Relationships
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 493-706-404
March 5: Redtail Essentials: Integrations
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 876-593-380
March 11: Best Practice Partner Webinar - Orion
9am PACIFIC / 10pm MOUNTAIN / 11am CENTRAL / 1pm EASTERN
Registration Link:
Webinar ID: 657-073-018
March 12: Ask a Trainer!
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 764-741-043
March 17: Best Practice Partner Webinar - Lead Pilot
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link:
Webinar ID: 207-546-294
March 19: Redtail Essentials: Accounts
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 981-546-412
March 26: How To Prepare for the Wealth Transfer
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link:
Webinar ID: 549-902-747
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