Follow

LIVE Webinar Schedule

UpcomingWebinars_header.jpg

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

Redtail Speak Overview Demo (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
 
March 2: Best Practice Partner Spotlight: Pulse360
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
 
March 4: Redtail Essentials: Relationships
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
 
March 9: Practice Management Takeover with Jen Goldman, CEO, Jennifer Goldman Consulting
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
 
March 11: How to Prepare for Wealth Transfer
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
 
March 18: Redtail Essentials: Accounts
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
 
March 23: Best Practice Partner Spotlight: Hubly
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
 
March 30: New Partner Spotlight: Max for Advisors
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN


Was this article helpful?
11 out of 12 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk