Best Way to Set Follow-Up Reminders

I'm curious what everyone does for creating reminder items for a future date or time, specifically for Wealthbox users. I would like to be reminded to do that item in the future, but I don't want it to sit on my Outlook calendar or "Future" tasks list inside Wealthbox.

For example, if I I just met with a client today, and we want to touch base on an item this fall - how do some of you set that reminder up so you remember to contact the client in the fall about that specific matter? Hopefully I am making sense....

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