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:20250805T130000
DTEND;TZID=America/Toronto:20250805T150000
DTSTAMP:20260504T143724
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:20260504T143724
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:20260504T143724
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