Redtail's August Webinar Schedule Inside!

Join us for these upcoming webinars [Join us for these upcoming webinars] [Redtail Logo]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Upcoming Webinars August 2024 [Everyone needs a little help from time to time!]( [Practice Management Takeover with Jason Nachreiner]( Everyone needs a little help from time to time! Tuesday, August 13, 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 Intulse]( [Building Your Tech Stack - Intulse]( Do you know what happened yesterday? Tuesday, August 6, 10:00am PT / 1:00pm ET [Learn more >]( [Building Your Tech Stack with Catchlight]( [Building Your Tech Stack - Catchlight]( Using Data to Power Growth Tuesday, August 27, 10:00am PT / 1:00pm ET [Learn more >]( Orion webinars of note [view all >]( [Orion plus Intention.ly]( [From Bland to Grand: Transforming Your Brand Presence for Business Growth]( Thursday, August 15, 11:00am PT / 2:00pm ET [Learn more >]( More upcoming August webinars [view all >]( [Redtail Essentials: Templates]( Thursday, August 1, 11:00am PT / 2:00pm ET [Learn more]( [Using The CRM Daily]( Thursday, August 8, 11:00am PT / 2:00pm ET [Learn more]( [Redtail Essentials: Mail Merge]( Thursday, August 15, 11:00am PT / 2:00pm ET [Learn more]( [How To Handle Multiple Advisors]( Thursday, August 22, 11:00am PT / 2:00pm ET [Learn more]( [Redtail Essentials: Broadcast Email]( Thursday, August 29, 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 July [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 >]( 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. [Featured Integration: Redtail presented by Income Lab]( Learn how new integration updates will save time and prevent errors TODAY, July 18, 11:00am PT / 2:00pm ET [Learn more]( [AI & Automation Summit presented by Pulse360]( Ricky Redtail joins other industry leaders to talk cutting-edge AI solutions Wednesday, July 24, 11:00am PT / 2:00pm ET [Learn more]( [Mobile Assistant Partner Series - Redtail CRM]( Integration optimization with Ricky Redtail & Coery Westphal Tuesday, August 27, 9:00am PT / 12:00pm ET [Learn more]( [50 Leads Per Month presented by Snappy Kraken]( Learn How Top Advisors Generate 50-200+ Leads Per Month On Demand [Learn more]( 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. 1772-OAT-7/17/2024 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](