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Join Redtail for these upcoming live webinar sessions in May

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redtailtechnology.com

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training@redtailtechnology.com

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Thu, Apr 20, 2023 02:07 PM

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Redtail Upcoming Webinars Upcoming Webinars May 2023 Â Tuesday, May 9, 10:00am PT / 1:00pm ET Build

Redtail Upcoming Webinars [Redtail Upcoming Webinars] [Redtail Logo]( [Twitter]( [Facebook]( [Instagram]( [LinkedIn]( [YouTube]( Upcoming Webinars May 2023 [Practice Management Takeover with Lacey Shrum]( [Practice Management Takeover with Lacey Shrum]( Tuesday, May 9, 10:00am PT / 1:00pm ET [Save my seat]( Building Your Tech Stack [Building Your Tech Stack - Flourish]( [Why Advisors Need to Have a Solution for Held-Away Cash]( Tuesday, May 16, 10:00am PT / 1:00pm ET [Learn more >]( [Building Your Tech Stack - Income Lab]( [Enhance Client Experience and Efficiency with Retirement Management Software]( Tuesday, May 30, 10:00am PT / 1:00pm ET [Learn more >]( Orion Webinars of Note [view all >]( [orion.com]( [Orion Risk Intelligence Demo and Q&A: Understand Risk, Uncover Opportunity]( Tuesday, May 2, 9:00am PT / 12:00pm ET [Learn more >]( [orion.com]( [The Solution That Scales: Orion Technology Demo and Q&A]( Thursday, May 4, 9:00am PT / 12:00pm ET [Learn more >]( More upcoming webinars  [view all >]( [How To Handle Employee Departure]( Thursday, May 4, 11:00am PT / 2:00pm ET [Learn more]( [Redtail Essentials: Opportunities]( Thursday, May 11, 11:00am PT / 2:00pm ET [Learn more]( [Redtail Essentials: Activities]( Thursday, May 18, 11:00am PT / 2:00pm ET [Learn more]( [Ask A Trainer]( Thursday, May 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. 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. 1092-OAT-4/18/2023 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](

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