Anyone doing 529s and if yes, who with. Our custodian isn't interested.

We're looking forward to our Value Call this Friday focused on your compliance questions. Who's coming?? 🙋‍♀️ Katie Mogan with SEC Compliance Solutions is going to answer all of your questions and share her wisdom with us! If you have any questions about compliance ⬇️ comment them below ⬇️ Click here to join the call! Hope to see you there! 📆 Friday, May 3rd at 11 AM PST📆

We use Redtail for our CRM but haven't had a great experience with Redtail's calendar. It's onerous to update, slow to load, and doesn't integrate well with Google calendar or Calendly. When we receive invites (outside of the meetings scheduled using our Calendly account) we have to manually add them to Redtail. I'm curious if other Redtail users are experiencing the same issues. If your firm uses an alternative calendar, please share.

Thank you for being here! This community is for YOU, and we want it to be a valuable resource for everyone. We'd really appreciate your feedback on this brief, 6-question survey (link below). ➡️ https://forms.gle/yUh5T1dRQtib7mYC7 ⬅️

Does anyone have an efficient system to track & manage RMDs (through Redtail or otherwise)? I have seen several methods using contact & account UDFs, but find that I'm still also using a trusty Excel spreadsheet to keep all of the intricacies straight. Would love a system that could also be easily accessed & understood by the rest of the office when clients call with RMD questions. Thanks!