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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!      

February 

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
   
Continuing Education Webinars (30-45 min)
LIVE Every Thursday
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
 
March 1: Multiple Advisors, One CRM 
Registration Link: https://attendee.gotowebinar.com/register/904660964121114114
Webinar ID: 807-671-771
 
March 08: Daylight Savings with Referral Marketing 
Registration Link: https://attendee.gotowebinar.com/register/795714754971316994
Webinar ID: 762-941-683
 
March 15: Tough Break: How to Handle an Employee Departure
Registration Link: https://attendee.gotowebinar.com/register/8376342752649698818
Webinar ID: 588-493-795
 
March 22: Loyalty and the Priceless Client
Registration Link: https://attendee.gotowebinar.com/register/7260821136061666306
Webinar ID: 298-832-683
 
March 29: RMDs- Stay Out of the Penalty Box!
Registration Link: https://attendee.gotowebinar.com/register/498653101425341698
Webinar ID: 876-881-499
 
Practice Management Webinars (30-45 min)
 
Tuesday, Feb 13: Impress Clients and Prospects with a discussion on the Tax Cut and Jobs Act Feat. Right Capital
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/8057247984596790785
Webinar ID: 605-461-803
 
 
 
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