Redtail's June Webinar Schedule Inside!

Redtail Upcoming Webinars [Redtail Upcoming Webinars] [Redtail Logo]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Upcoming Webinars June 2024 [Beyond The Welcome Mat: Transforming Your Client Onboarding]( [Practice Management Takeover with Cameo Roberson]( Beyond The Welcome Mat: Transforming Your Client Onboarding Tuesday, June 18, 10:00am PT / 1:00pm ET [Save My Seat]( [Power User Panel: Unlocking the Power of Redtail CRM]( [Power User Panel: Unlocking the Power of Redtail CRM]( Join Redtail power users Katherine Beltran, Jen Goldman, and Maureen Wilke on Tuesday, July 16th as they share their expert pro tips with you. Help shape the webinar by sharing your feedback through [this brief survey](. [Save My Seat]( Building Your Tech Stack [Building Your Tech Stack - Bento Engine]( [Building Your Tech Stack - Bento Engine]( Boost Organic Growth by Leading with Advice Tuesday, June 4, 10:00am PT / 1:00pm ET [Learn more >]( [Building Your Tech Stack - TagInbox]( [Building Your Tech Stack - TagInbox]( Goodbye Email Overload. Hello TagInbox. Tuesday, June 11, 10:00am PT / 1:00pm ET [Learn more >]( Orion Webinars of Note [DPL: Annuities 101]( [Annuities 101: How and When to Use Commission-Free Annuities in a Financial Plan]( Qualifies for 1 hour of CFP board CE credit Thursday, June 27, 10:00am PT / 1:00pm ET [Learn more >]( More upcoming webinars [view all >]( [Redtail Essentials: Permissions]( Thursday, June 6, 11:00am PT / 2:00pm ET [Learn more]( [Exploring The Mobile App]( Thursday, June 13, 11:00am PT / 2:00pm ET [Learn more]( [Redtail Essentials: CRM Document Storage]( Thursday, June 20, 11:00am PT / 2:00pm ET [Learn more]( [How to Handle: New Employees]( Thursday, June 27, 11:00am PT / 2:00pm ET [Learn more]( Our live webinars will be hosted by a Redtail Trainer to guide you through the topic and address any questions that may arise. Bookmark our [Upcoming Webinars]( page or follow us on social media to stay up-to-date on our webinars. Webinars On Demand [view all >]( [Introducing PulseCheck: Our Newest BeFi Tool to Match Investor Behavior with Their Goals]( Duration: 45 minutes [View on-demand recording]( Our [on-demand webinars]( are hosted by subject matter experts, and you can watch any time, at your convenience. It's the ultimate learning experience on your terms! Access Redtail CRM anywhere [Redtail CRM - App Store]( [Redtail CRM - Google Play]( Stay in touch! [redtailtechnology.com]( | 800-206-5030 [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( [Shield Icon] Privacy is important to us; therefore, we will not sell, rent, or give your name or address to anyone. At any point, you can use the link at the bottom of any of our newsletters to opt out from future mailings. 1260-OAT-5/20/2024 Share this email: [Email]( [Twitter]( [Facebook]( [LinkedIn]( [Manage]( your preferences | [Opt out]( using TrueRemove® Got this as a forward? [Sign up]( to receive our future emails. View this email [online](. [3131 Fite Cir Sacramento, CA | 95827-1801 United States](#) [This email was sent to {EMAIL}. To continue receiving our emails, add us to your address book.]({EMAIL}) [powered by emma](