BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Maximizer CRM - ECPv6.15.18//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Maximizer CRM
X-ORIGINAL-URL:https://www.maximizer.com
X-WR-CALDESC:Events for Maximizer CRM
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Toronto
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20240310T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20241103T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/Vancouver
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20240310T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20241103T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20250309T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20251102T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20260308T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20261101T090000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250807T150000
DTEND;TZID=America/Toronto:20250807T170000
DTSTAMP:20260502T203010
CREATED:20250805T173156Z
LAST-MODIFIED:20250814T231558Z
UID:10000093-1754578800-1754586000@www.maximizer.com
SUMMARY:Client Management
DESCRIPTION:Streamline your client interactions and stay organized with Maximizer’s communication and task management features. This class covers logging interactions\, managing tasks\, scheduling appointments\, and using action plans to automate repetitive processes. Perfect for advisors who want to enhance their client service and follow-up capabilities. \nAgenda: \n• Logging Interactions: calls\, meetings\, and client touchpoints\n• Adding new Interaction types for specialized activities\n• Making and receiving calls through Maximizer\n• Adding Notes and Files to client records\n• Task management: creating\, assigning\, and reassigning tasks\n• Viewing completed vs. pending tasks\n• Managing tasks for individuals or teams\n• Scheduling appointments and adding attendees\n• Setting up email notifications for appointments \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-102 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://www.maximizer.com/class/client-management-3/
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_5-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/client-management-3/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250807T130000
DTEND;TZID=America/Toronto:20250807T150000
DTSTAMP:20260502T203010
CREATED:20250805T172537Z
LAST-MODIFIED:20250814T231542Z
UID:10000092-1754571600-1754578800@www.maximizer.com
SUMMARY:System Administration Fundamentals
DESCRIPTION:Master the core administrative functions that keep Maximizer running smoothly. This class covers essential system preferences\, user management\, security configurations\, and data integrity measures. Ideal for administrators responsible for day-to-day system operations and user support. \nAgenda: \n• Configuring Address Book\, Accounts\, and Client Service preferences\n• Setting up and managing Duplicate Checklists\n• Understanding Date Last Modified tracking\n• Configuring System Fields and Mandatory Fields\n• User management: adding new users and copying preferences\n• Enabling\, disabling\, and managing user accounts\n• Password reset procedures and security policies\n• Understanding user rights\, roles\, and privileges\n• Unlocking user accounts and managing lockout duration\n• Password complexity requirements and enforcement\n• Setting up Security Groups and Teams\n• Implementing and managing system auditing\n• Data backup and recovery considerations \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-301 \nClass Type: Administrator Training Class
URL:https://www.maximizer.com/class/system-administration-fundamentals-3/
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-13-min.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/system-administration-fundamentals-3/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250807T110000
DTEND;TZID=America/Toronto:20250807T113000
DTSTAMP:20260502T203010
CREATED:20250729T155219Z
LAST-MODIFIED:20250814T231357Z
UID:10000074-1754564400-1754566200@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://www.maximizer.com/class/1-on-1-admin-support/
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/1-on-1-admin-support/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250805T163000
DTEND;TZID=America/Toronto:20250805T170000
DTSTAMP:20260502T203010
CREATED:20250805T133800Z
LAST-MODIFIED:20250814T231348Z
UID:10000086-1754411400-1754413200@www.maximizer.com
SUMMARY:1-on-1 Dedicated Admin Support
DESCRIPTION:A 30-minute private session for you to book with a dedicated Maximizer Administrator to answer any questions. \nTime: \n30 minutes \nClass Code: MAX-000
URL:https://www.maximizer.com/class/1-on-1-dedicated-admin-support/
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/1-on-1-dedicated-admin-support/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250805T130000
DTEND;TZID=America/Toronto:20250805T150000
DTSTAMP:20260502T203010
CREATED:20250526T225248Z
LAST-MODIFIED:20250814T231504Z
UID:10000010-1754398800-1754406000@www.maximizer.com
SUMMARY:Maximizer Fundamentals – Navigation\, Searching\, and Creating new Records
DESCRIPTION:This foundational class introduces financial advisors to the core concepts of Maximizer CRM. Participants will learn how to navigate the system\, understand the three types of records\, review a client profile\, and create new records. In addition\, participants will learn how to find information quickly in Maximizer CRM. This hands-on session ensures advisors can confidently navigate the system\, locate\, review\, and add client information. \nAgenda: \n• Introduction to Maximizer CRM interface and navigation: Column View\, Following Window\, Module Menu\, and Actions Menu\n• Navigating the Column View and Switching Views\n• Understanding the 3 types of Records: Company\, Contacts\, and Households\n• The Quick Search function: Address Searches\, Search Parameters\, and Maximizer Quick Search tricks\n• Using Recent Entries for fast access\n• Retrieving all entries vs. filtered searches\n• Reviewing a client profile: Details Tab\, Following Tabs\, and Key Fields\n• Managing Modules and Tabs: hiding\, unhiding\, and reordering\n• Editing and modifying a record and updating field data\n• Adding new records to the Maximizer database via the interface (Address Book/Contact List)\n• Timeline feature: centralized interaction history \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-101 \nClass Type: Financial Advisor Training Class (required / beginner)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjYzNTgzMjYtZWMwYy00Yzc3LWIxZTYtNTk0YThhYjMwOWU0%40thread.v2/0?context=%7b%22Tid%22%3a%2299498e39-ca16-4827-b8ac-5316b2e067e5%22%2c%22Oid%22%3a%22416abe4e-ca85-4f8e-aa03-e8f4cd8030e9%22%7d
CATEGORIES:End-Users,Financial Services Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_1-12-min.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZjYzNTgzMjYtZWMwYy00Yzc3LWIxZTYtNTk0YThhYjMwOWU0%40thread.v2/0?context=%7b%22Tid%22%3a%2299498e39-ca16-4827-b8ac-5316b2e067e5%22%2c%22Oid%22%3a%22416abe4e-ca85-4f8e-aa03-e8f4cd8030e9%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250630T090000
DTEND;TZID=America/Toronto:20250630T103000
DTSTAMP:20260502T203010
CREATED:20250526T222402Z
LAST-MODIFIED:20250624T184736Z
UID:10000004-1751274000-1751279400@www.maximizer.com
SUMMARY:Introduction to Maximizer (FSE) for Administrators
DESCRIPTION:This class is designed to show the Maximizer Administrator the basics of Maximizer\, from activating your own account\, setting up your firm’s users\, navigating the drop down menus\, main modules and tabbed following windows\, as well as setting up the calendar and hotlist\, controlling emails and choosing how users will start their day. \nAgenda: \n• Logging In and Getting Started\n• Understanding the Main Screen\n• Setting Preferences and Profile \nTime: \n90 minutes\, with time for questions \nClass Code: FSE-ADM-101
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTJlYTE1OTEtMjBhNi00N2VjLTgzMzItYzkxNjkxMTE3NGNk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
CATEGORIES:Administrators,Financial Services Edition
ATTACH;FMTTYPE=image/png:https://www.maximizer.com/wp-content/uploads/2025/05/maximizer-blog-wealth-transfer-is-Coming.png
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_OTJlYTE1OTEtMjBhNi00N2VjLTgzMzItYzkxNjkxMTE3NGNk%40thread.v2/0?context=%7b%22Tid%22%3a%226ccefe4e-4fc0-48fc-abed-dacb7df3e840%22%2c%22Oid%22%3a%22939aac36-0749-41ce-b5cd-bd0d274ca5f1%22%7d
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Vancouver:20250623T130000
DTEND;TZID=America/Vancouver:20250623T140000
DTSTAMP:20260502T203010
CREATED:20250604T233603Z
LAST-MODIFIED:20250814T231342Z
UID:10000013-1750683600-1750687200@www.maximizer.com
SUMMARY:Office Hours (Admin Support)
DESCRIPTION:An hour for you to book / admin will be present for you to ask questions / open panel Q&A \nTime: \n60 minutes \nClass Code: AP-ADM-100
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjVjYWU5OTEtODQ2Ny00ZGQ5LTg5MjQtNWFiYzI1ZTZmYWEw%40thread.v2/0?context=%7b%22Tid%22%3a%2299498e39-ca16-4827-b8ac-5316b2e067e5%22%2c%22Oid%22%3a%22416abe4e-ca85-4f8e-aa03-e8f4cd8030e9%22%7d
CATEGORIES:Administrators,Base Edition,Financial Services Edition,Sales Leader Edition
ATTACH;FMTTYPE=image/jpeg:https://www.maximizer.com/wp-content/uploads/2025/08/2027.07_Maximizer_training-academy-header-image_4-min-scaled.jpg
ORGANIZER;CN="Maximizer Training Academy":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjVjYWU5OTEtODQ2Ny00ZGQ5LTg5MjQtNWFiYzI1ZTZmYWEw%40thread.v2/0?context=%7b%22Tid%22%3a%2299498e39-ca16-4827-b8ac-5316b2e067e5%22%2c%22Oid%22%3a%22416abe4e-ca85-4f8e-aa03-e8f4cd8030e9%22%7d
END:VEVENT
END:VCALENDAR