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Upcoming Events

Centaurus National Sales Conference

Event Description: Courtney Turner, VP of Strategic Relations for Orion Portfolio Solutions, and Eric Sanders, Strategic Consultant of Orion Advisor Technology will be at Centaurus to share the latest Orion has to share. Come by our booth at the Hyatt Regency, San Antonio,  TX!

AICPA

Event Description:  Join Orion's Tyler Vacek, Senior Business Development, and Sean Hollingshead VP of Managed Accounts at AICPA’s Engage conference at the Aria in Las Vegas, NV. Throughout the conference, they will be setting up the framework to make sure your client experience is buttoned up for the entire advisor-client journey.

FSI

Event Description: Join Noreen Beaman, President of Orion Advisor Solutions, at FSI at the Hyatt Regency Grand Cypress in Orland, FL on July 27 at 3-4 pm EST. for a valuable panel discussion on what many BD’s and RIA firm executives envision what the three categories of home office staff in the future workplace look like. Additionally, Amy Magnotta, CFA Co-Head of Discretionary Portfolios will be speaking on the Due Diligence track.

The Secret Video Marketing Weapon You Didn’t Know You Needed

Event Description: Join our team as we discuss the new customizable video feature now available in Market*r, demonstrating how it is the new secret weapon to an effective video marketing strategy. We’ll talk through 1. Overview of the new customizable video tool 2. Roadmap for new videos to be added 3. Examples of effective video marketing strategies.
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Ameritas Pathways

Event Description: Pathways – AIC/AAS Forum is a securities-focused meeting that will incorporate product and practice management content under a cohesive wealth management approach. As with previous years’ meetings, financial professionals will have the exciting opportunity to hear from dynamic speakers, interact with meeting sponsors, and visit with AIC/AAS management. Eric Sanders, Strategic Consultant at Orion Advisor Tech will co-host a Technology Idea Sharing Session with Adam Lillich, Lead Technology Partner at Ameritas. The session will take place on July 28th from 2:15 pm -3:20 pm at the convention center in Denver.

Schwab Solutions

Event Description: Schwab Solutions returns as a virtual event tailor-made specifically to help and educate operational professionals and advisors who use Schwab Technology.

LPL Focus

Event Description: A virtual format for all advisors, advisor staff, sales managers, program managers.  Eddie Sempek, SVP, Strategic Relationships at Orion will be speaking on how to Leverage Orion’s Fiduciary Framework to Engage New Clients.

Delivering Value Through the Investor Life Cycle

Event Description: Your clients’ needs at age 25 vs. age 45 vs. age 65 will all be extremely different. As they reach special milestones during various points in their life, their financial future changes with it. Of course, this is something you know, but how prepared are your investors? Do you know what is keeping them up at night during each of these life stages, and how you can best serve them as their advisor? Join us as we explore the different client life stages, how you can address your clients’ needs, and what pieces of your tech can help to get the job done. We will also have our Chief Behavioral Officer, Dr. Daniel Crosby, on deck to talk about the behavioral thoughts and decisions that your clients go through at each of these stages, so you can be well equipped to meet their needs.
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TeamUp For Teammates

Event Description: The running event is a 5K/2 Mile Walk/Kid’s Chase to benefit the TeamMates Mentoring Program. 8:00 AM CT (5K followed by 2 miles walk and kids chase). More information coming soon!

Advice Tech (Asset Map)

Event Description: An all-day live Virtual Conference showcasing the newest advisor fintech.  Join Orion's Brian Morgan CFP and Product Director of Financial Planning, for a demo of the Orion Planning tool - Orion FP, now available for advisors to use in outreach to underserved families and individuals looking for independent financial advice and guidance  

August 2021 Product Release Webinar

Event Description: Our product team will be on deck to share the latest updates made to our reporting tool, trading tool, financial planning tool, and others! Get a demo of the updates and ask the product team any questions you have about the products. Click below to register for all our Q3 sessions.
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2021 FPA of Greater Kansas City Symposium

Event Description: The FPA of Greater Kansas City first annual symposium will take place in person in Olathe, KS.  Orion's Ray Shirley Subject Matter Expert of Financial Planning will be peering into the Future and Demystifying Monte Carlo Simulations.