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Partner Spotlight

Redtail Technology > Partner Spotlight

Upcoming Partner Webinars

Our Partner webinars provide you with the details you need to
1) determine whether or not an integration partner might be beneficial to your office
2) learn how to get signed up, set up and use the integration between Redtail and that partner and
3) take away valuable insights about how you can best utilize the integration points between Redtail and other solutions providers you currently use.

View our list below of upcoming free webinars and sign up for any you’d like to attend by following the link provided.

Full List of our Upcoming Live Webinars

June 18
Practice Management Takeover

10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN

Website - Cameo

July 2
Practice Management Takeover

10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN

Website_Zoe Meggert

July 9
Elevate Advisor and Client Experience

10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN

Website

July 16
Power User Panel

10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN

Website_Power User Panel

July 23
Using fpPathfinder Interactive Checklists to Expand Planning Opportunities

10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN

holistiplan

July 30
Marrying Your CRM and Tax Planning Software to Delight Your Clients

10am PACIFIC / 11am MOUNTAIN / 12pm CENTRAL / 1pm EASTERN

holistiplan

Looking for more Integration Partner Webinars?

Did you miss a previous Integration Partner Webinar? Or, would you like to rewatch one to refresh your memory. We have them all available for you to watch at your leisure.