Nov 2026

• Tue 3

  • 11:00 AM - 12:00 PM EST

    Maximizer 302 – Working in Outlook and Maximizer for Canaccord

    Free
  • 1:00 PM - 4:30 PM EST

    Introduction to Maximizer FSE for Wealth Advisors

    Free
  • 2:00 PM - 3:00 PM EST

    Maximizer 303 – Leads Management in Maximizer for Canaccord

    Free

• Wed 4

  • 11:00 AM - 11:30 AM EST

    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Free
  • 12:00 PM - 1:00 PM EST

    Maximizer 306 – Managing Client Processes with Workflows for Canaccord

    Free
  • 1:00 PM - 1:30 PM EST

    Ask the Admin: 1-on-1 Dedicated Support

    Free
  • 1:30 PM - 2:30 PM EST

    Maximizer 307 – From To-Dos to Done: Mastering Task Management for Canaccord

    Free
  • 3:00 PM - 3:30 PM EST

    Ask the Admin: 1-on-1 Dedicated Support for Canaccord

    Free
  • 5:00 PM - 6:00 PM EST

    From Chaos to Consistency: Managing Client Workflows in Maximizer

    Free

• Thu 5

  • 11:00 AM - 12:00 PM EST

    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Free
  • 1:00 PM - 1:30 PM EST

    Ask the Admin: 1-on-1 Dedicated Support

    Free
  • 2:00 PM - 3:00 PM EST

    Maximizer 308 – Inbox to Impact: Email Templates and Email Communication for Canaccord

    Free
  • 3:00 PM - 3:30 PM EST

    Ask the Admin: 1-on-1 Dedicated Support for Canaccord

    Free
  • 4:00 PM - 5:00 PM EST

    Maximizer 301 – IQ Boost for Canaccord

    Free
  • 5:00 PM - 6:00 PM EST

    Maximizer 302 – Working in Outlook and Maximizer for Canaccord

    Free

• Fri 6

  • 11:00 AM - 12:00 PM EST

    Maximizer 308 – Inbox to Impact: Email Templates and Email Communication for Canaccord

    Free
  • 1:00 PM - 2:30 PM EST

    Maximize Your Productivity with IQ Boost™ for Wealth Advisors

    Free
  • 1:00 PM - 3:30 PM EST

    Maximizer 101/201 – Foundations & Relationship Management for Canaccord

    Free
  • 5:00 PM - 6:00 PM EST

    From Chaos to Consistency: Managing Client Workflows in Maximizer

    Free

• Mon 9

  • 11:00 AM - 11:30 AM EST

    Get Set Up: Maximizer in Outlook 365 (Quick Start Session)

    Free
  • 12:00 PM - 1:30 PM EST

    Maximizer 101 – Foundations of Maximizer CRM for Canaccord

    Free
  • 2:00 PM - 3:00 PM EST

    From Chaos to Consistency: Managing Client Workflows in Maximizer

    Free
  • 4:00 PM - 5:00 PM EST

    Maximizer 301 – IQ Boost for Canaccord

    RSVP now
  • 5:00 PM - 6:00 PM EST

    Maximizer 201 – Relationship Management Essentials for Canaccord

    Free