Redtail's July Webinar Schedule Inside!

Join us for these upcoming webinars [Join us for these upcoming webinars] [Redtail Logo]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Upcoming Webinars July 2024 [Unlocking Scalability: Internal Marketing Strategies for Financial Planners]( [Practice Management Takeover with Zoë Meggert]( Unlocking Scalability: Internal Marketing Strategies for Financial Planners Tuesday, July 2, 10:00am PT / 1:00pm ET [Save my seat]( [Practice Management Power Hour]( [Power User Panel with Katherine Beltran, Jen Goldman, and Maureen Wilke]( Unlocking the Power of Redtail CRM Tuesday, July 16, 10:00am PT / 1:00pm ET [Save my seat]( Building Your Tech Stack Hear about Redtail integrations directly from the source! Join our Integration Partner webinars to discover new tools and learn how to maximize your current integrations. [Building Your Tech Stack with Orion]( [Building Your Tech Stack - Orion]( Elevate Advisor and Client Experience Tuesday, July 9, 10:00am PT / 1:00pm ET [Learn more >]( [Building Your Tech Stack with fpPathfinder]( [Building Your Tech Stack - fpPathfinder]( Using fpPathfinder Interactive Checklists To Expand Planning Opportunities Tuesday, July 23, 10:00am PT / 1:00pm ET [Learn more >]( [Building Your Tech Stack with Holistiplan]( [Building Your Tech Stack - Holistiplan]( Redtail 🤝 Holistiplan: Marrying your CRM and Tax Planning software to delight your clients Tuesday, July 30, 10:00am PT / 1:00pm ET [Learn more >]( More upcoming July webinars [view all >]( [How To Handle: Prospecting Part 1]( Thursday, July 11, 11:00am PT / 2:00pm ET [Learn more]( [How To Handle: Prospecting Part 2]( Thursday, July 18, 11:00am PT / 2:00pm ET [Learn more]( [Redtail Essentials: Seminars]( Thursday, July 25, 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. Still coming up in June [view all >]( [Orion plus DPL]( [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 [Register now >]( 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. 1517-OAT-6/17/2024 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](