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Upcoming Webinars

Orion and RISA: Transform Retirement Outcomes Through Personal Income Style Awareness

Event Description: At Orion, our mission has always been to power the advisor-client journey - from start to finish. That means offering the resources and technology our advisors need to do the best work for their clients throughout the entire financial management experience. That’s why we’re thrilled to announce our pilot partnership program with RISA. The Retirement Income Style Awareness profile, created by retirement income legends Alex Murguia and Wade Pfau, helps clients determine their individual retirement income personalities, so their advisors can build the personalized strategies for generating retirement income that makes sense for each unique client. Join Jeff Kliewer, Senior Product Manager at Orion, and RISA founders Alex Murguia and Wade Pfau to discuss: 1) RISA’s innovative, customizable framework for identifying individual retirement income personalities 2) How building retirement strategies around personal preferences drive better outcomes 3) How RISA integrates into your Orion platform 4) How you can participate in the partnership pilot
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Webinar Series: Orion’s Summer of CE – The Science of Influence

Event Description: This summer, Orion brings you our Summer of CE webinar series with three webinars, one in June, July, and August, each qualifying for 1 hour of CE toward the CFP designation. Join Chief Behavioral Officer, Dr. Daniel Crosby, as he explores the underlying psychology affecting decision-making and the ability to foster stronger relationships in the financial space. You’ll learn how giving your best advice can help steady clients during volatile markets and how you can strengthen your client relationships and your practice.
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Portfolio Recipes: The Direct Indexed Portfolio Recipe

Event Description: Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, along with Orion's Frank Nickel, Head of Quantitative Strategies & Investment Risk, as they give you an inside look. You’ll gain insight into our partners, how their firm plays a role on the Orion platform, and how their models can help amplify your expertise. We understand how important it is for you to meet your clients’ investment goals, which is why we’re here to help you put together the right recipe to fit the unique needs of your clients.
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Webinar Series: Orion’s Summer of CE – Leadership Begins with You

Event Description: This summer, Orion brings you our Summer of CE webinar series with three webinars, one in June, July, and August, each qualifying for 1 hour of CE toward the CFP designation. Join Chief Behavioral Officer, Dr. Daniel Crosby, as he explores the underlying psychology affecting decision-making and the ability to foster stronger relationships in the financial space. You’ll learn how giving your best advice can help steady clients during volatile markets and how you can strengthen your client relationships and your practice.
Register