Documents Asset Accumulation Series Webinar 6 of 7: Segment Your Client Base September 24, 2014.

Slide 1 Asset Accumulation Series Webinar 6 of 7: Segment Your Client Base September 24, 2014 Slide 2 Agenda Overview of ActiFi and the 2014 Redtail Webinar Series Recap…

Documents Asset Accumulation Series Webinar 2 of 7: Define Classifications and Sources July 30, 2014.

Slide 1 Asset Accumulation Series Webinar 2 of 7: Define Classifications and Sources July 30, 2014 Slide 2 Agenda Overview of ActiFi and the 2014 Redtail Webinar Series Recap…

Documents Asset Accumulation Series Webinar 4 of 7: Identify Default Next Steps August 27, 2014.

Slide 1 Asset Accumulation Series Webinar 4 of 7: Identify Default Next Steps August 27, 2014 Slide 2 Agenda Overview of ActiFi and the 2014 Redtail Webinar Series Recap…