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Upcoming Events

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Upcoming Events

From the biggest industry conferences to new user and product training, meet us on the road or online at any of these upcoming events.

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Mass Mutual Virtual Academy

Event Description: Amy Magnotta, CFA of Brinker Capital Investments will be giving a Destinations Overview on the structure of Brinker’s investment team and our approach to asset allocation.
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Ameritas Connection

Event Description: Ameritas Connection is virtual this year. Connection is built on the foundation of a meeting For the Field, By the Field. Jacob Danielson, Orion Advisor Technology’s Strategic Consultant, and Courtney Turner, VP of Strategic Relations for Orion Portfolio Solutions, will be managing Orion's virtual booth.
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Fight or Flight: Acknowledge and Address Client Fears

Event Description: We are living in an unprecedented time full of uncertainty. As troubling headlines around COVID-19, the housing market, and rising inflation flood your clients’ emails and news feeds, it's only natural that they’ll fear what's next. Now, more than ever, discussions around risk and real-time events are essential in calming client concerns. Together, HiddenLevers and Orion provide advisors with tools to acknowledge and address clients’ concerns while also reassuring them that they’re properly invested to meet their financial goals—no matter what the future holds. Led by Business Development Executive Clark Jeffries, and joined by Adam Palmer, Director, Product Management, we’ll discuss actionable strategies to provide investors peace of mind and explore how HiddenLevers + Orion can help prevent clients from allowing fear to disrupt investment decisions. We’ll also showcase an in-depth review of HiddenLever’s capabilities, such as gauging risk tolerance, stress testing portfolios, and recommendation building to minimize risk.
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Preparing for Quarter End – Part 1

Event Description: Don't waste time stressing about how to prep for quarter end! Watch Part 1 of our Quarter End Webinar Series where we'll walk through the process of auditing your billing information and running a forecast bill. We'll also show you how to kick off your Quarter End Dashboard so you're fully prepared for a successful quarter end.
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Making the Break: Orion’s Breakaway Bootcamp

Event Description: Whether you’re just starting out on your breakaway journey, or you’ve already established your independence, setting up your RIA can be exhilarating, daunting, and, at times, isolating. But you aren’t alone. Join our Making the Break event for actionable advice and best practice tips from a panel of advisors who have been in your shoes, along with valuable sessions from industry thought leaders and market experts.
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Processing Quarter End – Part 2

Event Description: As you prepare for quarter end, are you ready to run your bills and statements—quickly? We've got you covered! Join the second part of our Quarter End webinar series where we'll walk you through how to complete your dashboard, run live bills and invoices, and review your billing audit files!
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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!
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Ascent 2021

Event Description: Orion’s premier user event of the year, #OrionAscent, brings together a world-class roster of industry giants—from top financial advisors to provocative thought leaders to innovative tech experts—for three days of transformational insights, cutting-edge tech training, and powerful networking opportunities. For a limited time, get $100 off - use code ASCENT21EBE at checkout!
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Strategist Open House

Event Description: Join a panel of fellow industry strategists for an all-day session where we’ll discuss emerging industry trends, changing advisor and investor expectations and brainstorm new ways we can come together to enhance our platform offerings. More information coming soon!
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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
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Ascent On the Road: Investment Management Series

Event Description: Orion is bringing our investment management expertise to cities across the country! Join Orion Portfolio Solutions and Brinker Capital Investments to discover new solutions for managing your businesses with confidence, including our innovative technology roadmap, expert market commentary, and third-party strategists insights–all available through our comprehensive, robust platform. More information coming soon!
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