Redtail's September Webinar Schedule Inside!

Join us for these upcoming webinars in September [Join us for these upcoming webinars in September] [Redtail Logo]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Upcoming Webinars September 2024 [A woman works on a laptop from a comfy couch with a small dog on her lap]( 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 - Mobile Assistant]( [Building Your Tech Stack - M](obile Assistant Mobile Assisant + Redtail: Template-Driven Customer Engagement Workflow for Teams Tuesday, September 3, 10:00am PT / 1:00pm ET [Learn more >]( [Building Your Tech Stack - Income Lab]( [Building Your Tech Stack - Income La](b Streamline Your Retirement Income Planning with Income Lab + Redtail Tuesday, September 10, 10:00am PT / 1:00pm ET [Learn more >]( [Building Your Tech Stack - Jump]( [Building Your Tech Stack - Jump]( How Jump’s AI Helps Redtail Users Save 10-15 Hours Per Week Tuesday, September 17, 10:00am PT / 1:00pm ET New Integration 🚀 [Learn more >]( [Building Your Tech Stack - GReminders]( [Building Your Tech Stack - GReminders]( Automate Your Annual Review Scheduling with GReminders Tuesday, September 24, 10:00am PT / 1:00pm ET [Learn more >]( Orion Webinars of Note [view all >]( [orion logo]( [Attracting the Best Advisors to Your Firm]( Featuring insights from experts at Private Advisor Group plus Rick Williamson aka Ricky Redtail Available On Demand [Learn more >]( More upcoming webinars [view all >]( [Redtail Imaging Overview]( Thursday, September 5, 11:00am PT / 2:00pm ET [Learn more]( [Ask a Trainer]( Thursday, September 12, 11:00am PT / 2:00pm ET [Learn more]( [Redtail Speak Overview]( Thursday, September 19, 11:00am PT / 2:00pm ET [Learn more]( [Redtail Essentials: Calendar]( Thursday, September 26, 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 August [Building Your Tech Stack - Catchlight]( [Building Your Tech Stack - C](atchlight Using Data to Power Growth: Catchlight and Redtail Integration Tuesday, August 27, 10:00am PT / 1:00pm ET [Learn more >]( Upcoming webinars from our partners Explore these exciting upcoming and on-demand webinars hosted by our valued partners. Whether we’re participating or simply spreading the word, we believe you’ll find these events valuable and insightful. [Mobile Assistant Partner Series - Redtail CRM]( 🍿 Double Feature: Two Opportunities to Learn About Our Integration! Join Mobile Assistant on Tuesday, August 27, at 10:00 AM PT / 1:00 PM ET, or tune in for Redtai's Building Your Tech Stack with Mobile Assistant on Tuesday, September 3. Can’t get enough? Why not join both? Did you know Redtail and Mobile Assistant have partnered for over 12 years? [Register Now - Aug 27]( [Register Now - Sept 3]( 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. 2137-OAT-8/20/2024 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](