Subscribe

Upcoming

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.
Register

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  

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.