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DTSTART;TZID=America/Toronto:20251118T130000
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DTSTAMP:20260506T051327
CREATED:20251014T224059Z
LAST-MODIFIED:20251023T210948Z
UID:10000138-1763470800-1763478000@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjBkMTYxMGUtYWQ0OS00ODY3LWI1MDQtNjlmNzczYWJlYjM1%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: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_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MjBkMTYxMGUtYWQ0OS00ODY3LWI1MDQtNjlmNzczYWJlYjM1%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
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DTSTART;TZID=America/Toronto:20251016T130000
DTEND;TZID=America/Toronto:20251016T150000
DTSTAMP:20260506T051327
CREATED:20251014T151418Z
LAST-MODIFIED:20251014T162403Z
UID:10000129-1760619600-1760626800@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://www.maximizer.com/class/email-integration-and-communication-templates-6/
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_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://www.maximizer.com/class/email-integration-and-communication-templates-6/
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DTSTART;TZID=America/Toronto:20251002T130000
DTEND;TZID=America/Toronto:20251002T150000
DTSTAMP:20260506T051327
CREATED:20250912T140020Z
LAST-MODIFIED:20250912T140020Z
UID:10000122-1759410000-1759417200@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTE0YjhjNTUtMmZhZC00OTE4LWEzNmItOTVlZGFlOGRhMTU2%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: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_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_MTE0YjhjNTUtMmZhZC00OTE4LWEzNmItOTVlZGFlOGRhMTU2%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
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DTSTART;TZID=America/Toronto:20250925T130000
DTEND;TZID=America/Toronto:20250925T150000
DTSTAMP:20260506T051327
CREATED:20250912T132645Z
LAST-MODIFIED:20250912T133748Z
UID:10000117-1758805200-1758812400@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDc0ZmQxZDAtMDNiNC00N2ZmLWFjNmYtYWU1ZTY4ZWRhODJk%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: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_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDc0ZmQxZDAtMDNiNC00N2ZmLWFjNmYtYWU1ZTY4ZWRhODJk%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
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BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250909T130000
DTEND;TZID=America/Toronto:20250909T150000
DTSTAMP:20260506T051327
CREATED:20250725T182201Z
LAST-MODIFIED:20250814T225751Z
UID:10000024-1757422800-1757430000@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmJhYjZiYmItYjExNS00MTk3LWJiZTEtMDI5MjNiZTc5ZWYz%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: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_7-min-scaled.jpg
ORGANIZER;CN="Luis Martinez":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_ZmJhYjZiYmItYjExNS00MTk3LWJiZTEtMDI5MjNiZTc5ZWYz%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/Toronto:20250819T110000
DTEND;TZID=America/Toronto:20250819T130000
DTSTAMP:20260506T051327
CREATED:20250805T175311Z
LAST-MODIFIED:20250814T225748Z
UID:10000098-1755601200-1755608400@www.maximizer.com
SUMMARY:Email Integration and Communication Templates
DESCRIPTION:Maximize your email efficiency within Maximizer CRM. This class teaches advisors how to send targeted emails to clients\, create professional email templates\, and manage bulk communications. Learn to maintain consistent messaging while personalizing client communications at scale. \nAgenda: \n• Sending emails to individual contacts through Maximizer\n• Sending emails to multiple contacts simultaneously\n• Creating and customizing email templates\n• Personalizing bulk emails for individual recipients\n• Sending separate emails to each contact in a list\n• Email tracking and follow-up strategies\n• Best practices for professional email communication: email types\, compliance considerations and permissions for CASL compliance\n• Managing email preferences and settings\n• Integration with existing email workflows \nTime: \n120 minutes\, with time for questions \nClass Code: FSE-202 \nClass Type: Financial Advisor Training Class (optional / advanced)
URL:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjE4MjNkNmUtOTJmMC00ZjBhLTllOGEtYzY1MzE3NjBjMzc3%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: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_7-min-scaled.jpg
ORGANIZER;CN="Denis Yuriev":MAILTO:training@maximizer.com
LOCATION:https://teams.microsoft.com/l/meetup-join/19%3ameeting_YjE4MjNkNmUtOTJmMC00ZjBhLTllOGEtYzY1MzE3NjBjMzc3%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
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