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Upcoming

Cambridge Premier Club

Event Description: Tucson, AZ. Cambridge will be honoring their top financial professionals with dynamic sessions and engaging networking opportunities. Zack Seitz Regional Vice President of Orion will be in attendance.

Advisor Perspectives Thought Leadership Summit

Event Description: Advisor Perspectives’ Thought Leader Summit 2021 is a two-day event positioned for financial advisors to learn from your thought-leaders.  On August 25th, at 11:15am ET, join Daniel Crosby, Ph.D. Chief Behavioral Officer at Orion, Todd Bertucci SVP of Enterprise Sales Orion Advisor Tech at Orion Advisor Solutions, Shauna Mace, CHPC Founder, Growth Consultant and Coach Inspire Growth will discuss the 3-dimensions of scalable growth to help you improve acquisition, increase referrals, expand your share of wallet, and drive efficiency through technology.

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!

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!