LIVE Webinar Schedule

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