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I Added Something! Where Did it Go? Continuing Education webinar tomorrow, January 18th

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Jan 18: I Added Something! Where Did It Go?
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/2569081873641405443
Webinar ID: 475-118-955

Redtail + Mobile Assistant: Handling the Elephant in the Room with Client Notes and Dictation - A Practice Management webinar tomorrow, January 16th

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Tuesday, Jan 16: Redtail + Mobile Assistant: Handling Elephant in the Room with Client Notes and Dictation
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1274422324413658883
Webinar ID: 968-987-579

Contact Here, Contact There, Contacts Can Be Added Anywhere! Continuing Education webinar tomorrow, January 11th

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Jan 11: Contact Here, Contact There, Contacts Can Be Added Anywhere!
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6566427864676841475
Webinar ID: 664-897-411

What Do I Do With My Meeting Notes? Continuing Education webinar today, January 4th

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Jan 4: What Do I Do With My Meeting Notes? 
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/7117384345262320131
Webinar ID: 468-434-411

Happy Holidays!

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It has been our privilege and our pleasure to work and play with you all this year! We wish you the very best of holidays and a healthy, happy and prosperous 2018!


World-Class Experience Explained: Seminar Series Part 4 - Future Stage, the roadmap for all other events - Continuing Ed webinar tomorrow, December 28th

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Continuing Education: World-Class Experience Explained: Seminars Series
Part 4: Future Stage, the roadmap for all other events (30-45 min)
Thursday, December 28
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/3650862776225927425
Webinar ID: 353-992-011

World-Class Experience Explained: Seminars Series Part 3 - Follow-Up Stage, the most important part to event hosting! - Continuing Education webinar tomorrow, December 21st

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Continuing Education: World-Class Experience Explained: Seminars Series
Part 3: Follow-Up Stage, the most important part to event hosting! (30-45 min)
Thursday, December 21
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/8366619769245555713
Webinar ID: 353-228-547

Updates on our fostering project with Front Street Animal Shelter - City of Sacramento

Redtail recently began fostering dogs from Sacramento's Front Street Animal Shelter and we wanted to give you updates on our two latest fostering situations.

We're thrilled to report success stories for these adorable pooches. We still haven’t been able to make adoptions outside the walls of our office, because once these precious babies make their way through those Redtail doors, they are met by employees cooing and loving on them.

image004.jpg Auzi was fostered by one of our employees, David Apodaca. After a little health scare, Auzi returned to his fun-loving, energetic self. He loves to go on walks, play, and perform tricks such as fetch, sit, lay, wait, and jump. Auzi’s personality couldn't be any more perfect. He doesn’t whine, yelp or bark and, even during teething, has not chewed up anything other than his dog toys. 

He won the hearts of a few of our employees and quickly became a pup we couldn’t bear to see leave our office. A little shy around new people, we asked another employee, Hayley, to work on getting some pics and a bio put together for Auzi’s adoption announcement. Well, that’s all it took. While taking the pictures and writing about how adorable he is, Hayley fell in love.

With a little introduction to her home over the weekend, Auzi make quite an impact on Hayley’s husband and catered to the curiosity of his new feline family. He instantly became part of Hayley’s family and found his forever home along with a new name, Malcolm. 

 

image005.jpg Izzie didn’t even set a paw into our office (literally) without every employee here going nuts over her. The moment her foster father, Charlie, brought her in, she went from one employee’s arms to the next. This little bundle of love stayed true to a vision of how puppies should act; she slept, snuggled, slept, ate, slept, gave kisses, slept, played by bouncing around and then would get tuckered out and, you guessed it, sleep some more. She didn’t care where she passed out, settling on anything or anyone. 

Other office pups whined because they couldn’t wait to see and check her out. After her shots she was able to meet the other office dogs and, even though some are much bigger than her, she loved playing and pouncing on them.

Giving lots of kisses and resting in her big bed, Izzie won the heart of one of our employees, Matt. Matt took her home and introduced her to his growing family. She very quickly snuggled her way into the family’s hearts. Her new forever home came with a new name as well, Lucy.

Congrats to Malcolm and Lucy (and to their new families)!

 


World-Class Experience Explained: Seminars Series Part 2 - Day-of Stage, the in-the-moment tools and resources - Continuing Education webinar tomorrow, December 14th

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Part 2: Day-of Stage, the in-the-moment tools and resources (30-45 min)
Thursday, December 14
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/2925325839382094337
Webinar ID: 172-595-723

World-Class Experience Explained: Seminars Series Part 1 - Preparation Stage, the front-end work to success - Continuing Education webinar tomorrow, December 7th

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Continuing Education: World-Class Experience Explained: Seminars Series
Part 1: Preparation Stage, the front-end work to success (30-45 min)

Thursday, December 7
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/7311859364231640577
Webinar ID: 457-817-923

3 Ways to Wish A Happy Holiday: Continuing Education webinar tomorrow, November 30th

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Continuing Education: 3 Ways to Wish A Happy Holiday (30-45 min)
Thursday, November 30
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/3679642492592948226
Webinar ID: 800-121-755

Saying Thank You with a Prospecting Event! Continuing Education webinar tomorrow, November 16th

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Continuing Education: Saying Thank You with a Prospecting Event! (30-45 min)
Thursday, November 16
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1772837541866590722
Webinar ID: 322-199-179

Teamwork Makes the Dream Work: Continuing Education webinar tomorrow, November 9th

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Continuing Education: Teamwork Makes the Dream Work (30-45 min)
Thursday, November 9
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4666501457521813762
Webinar ID: 142-638-739

Love and Marriage (and your CRM): Continuing Education webinar tomorrow, November 2nd

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Continuing Education: Love and Marriage (and your CRM) (30-45 min)
Thursday, November 2
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://register.gotowebinar.com/register/3357606531933573378


Stay in the Loop with Redtail! Continuing Education webinar tomorrow, October 26th

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Continuing Education: Stay in the Loop with Redtail! (30-45 min)
Thursday, October 26
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4025776448973499650
Webinar ID: 754-750-995

Multi-Gen Series Part 3: Brand Your Practice in a Fiduciary World - webinar tomorrow, October 24th

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Multi-Gen Series Part 3: Brand Your Practice in a Fiduciary World (30-45 min)
Tuesday, October 24
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/3172482856998988035
Webinar ID: 924-722-963

Where Did I Put that Document? Continuing Education webinar tomorrow, October 19th

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Continuing Education: Where Did I Put that Document? (30-45 min)
Thursday, October 19th
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6786222436295820802
Webinar ID: 876-818-051

PreciseFP + Redtail: Automation Just Got Better! Webinar tomorrow, October 12th

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PreciseFP + Redtail: Automation Just Got Better!
Thursday, October 12th
4:00 PM - 5:00 PM EDT
Registration Link: https://register.gotowebinar.com/register/7326880890689800195

Introducing: Redtail Speak! Webinars today, tomorrow and Friday

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Introducing: Redtail Speak! (30 min)
Wednesday, October 11th
1pm PACIFIC / 2pm MOUNTAIN / 3pm CENTRAL / 4pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/2841403414446203393
Webinar ID: 366-003-803
 
Introducing: Redtail Speak! (30 min)
Thursday, October 12th
8:30am PACIFIC / 9:30am MOUNTAIN / 10:30am CENTRAL / 11:30am EASTERN
Registration Link: https://attendee.gotowebinar.com/register/2718622050484187905
Webinar ID: 844-789-739
 
Introducing: Redtail Speak! (30 min)
Thursday, October 12
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4163183516608270594
Webinar ID: 275-304-803
 
Introducing: Redtail Speak! (30 min)
Friday, October 13th
8:30am PACIFIC / 9:30am MOUNTAIN / 10:30am CENTRAL / 11:30am EASTERN
Registration Link: https://attendee.gotowebinar.com/register/8830530112360806401
Webinar ID: 507-552-043

Introduction to Redtail Speak


Email Product Overview: Continuing Education webinar tomorrow, October 5th

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Continuing Education: Email Product Overview (30-45 min)
Thursday, October 5
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/697217201625779714
Webinar ID: 249-115-755

Missing Puzzle Pieces - Handling Vacations in Your Office: Continuing Education webinar tomorrow, September 28th

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Continuing Education: Missing Puzzle Pieces - Handling Vacations in Your Office (30-45 min)
Thursday, September 28
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1877788124431606530
Webinar ID: 854-453-987

Multi-Gen Series Pt 2: Streamline Client Communication with Technology - webinar tomorrow, September 26th

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Multi-Gen Series Part 2: Streamline Client Communication with Technology (30-45 min)
Tuesday, September 26
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/3383656159741217795
Webinar ID: 834-339-395

Breaking Ground: Robo-Technology Meets Robust CRM Capabilities - webinar tomorrow with new integration partner Emotomy

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Breaking ground: Robo-Technology Meets Robust CRM Capabilities (60 min)
Thursday, September 21
1pm PACIFIC / 2pm MOUNTAIN / 3pm CENTRAL / 4pm EASTERN
Registration Link: https://register.gotowebinar.com/register/3293998683361085185


Moving Data - The More You Know, The Smoother the Move: Continuing Education webinar tomorrow, September 21st

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Continuing Education: Moving Data - The More You Know, The Smoother the Move (30-45 min)
Thursday, September 21
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4624466027150903810
Webinar ID: 347-921-875

Workflow Your Process - Scheduling Prospect Meetings: Continuing Education webinar tomorrow, September 14th

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Continuing Education: Workflow Your Process - Scheduling Prospect Meetings (30-45 min)
Thursday, September 14
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/4711936575187007234
Webinar ID: 565-059-219

Multi-Gen Series Part 1: Three Strategies for a Multi-Generational Practice - webinar tomorrow, September 12th

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Multi-Gen Series Part 1: Three Strategies for a Multi-Generational Practice (30-45 min)
Tuesday, September 12
10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/8637898972353315329
Webinar ID: 533-518-187

Email - To Infinity and Beyond: Continuing Education webinar tomorrow, September 7th

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Continuing Education: Email - To Infinity and Beyond (30-45 min)
Thursday, September 7
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1699227436080700418
Webinar ID: 654-515-787

My CRM can be different than your CRM — Preferences! Webinar tomorrow, August 31st

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My CRM can be different than your CRM — Preferences! (30-45 min)
Thursday, August 31
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/6081638891063684867
Webinar ID: 438-190-067

If it’s not in Redtail, it never happened! Best Practice webinar tomorrow, August 24th

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If it’s Not in Redtail, it Never Happened! (30-45 min)
Thursday, August 24
11am PACIFIC / 12pm MOUNTAIN / 1pm CENTRAL / 2pm EASTERN
Registration Link: https://attendee.gotowebinar.com/register/1654475113032904195
Webinar ID: 337-365-955

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