Peering Into the Future and Demystifying Monte Carlo Simulations
Event Description: Why is the Monte Carlo low when there are assets at the end of the plan? What is a good outcome? What is the best way to present results to clients? Brandon Marcott, CFP®, our Financial Planning Product Manager, will provide answers to these questions and more. Learn how you can use Monte Carlo simulations to build trust with your clients and establish your expertise as their financial advisor. You don’t need to be a stats pro or math whiz to make the most out of this intuitive tool. Brandon will cover the most commonly asked questions our financial planning team gets about Monte Carlo simulations, and share some best practices about how to get the most bang out of your simulation results.
Register
The Financial Advisor Lifecycle, Part 3: Join the Hall of Fame
Event Description: We often speak of the client lifecycle, but what about the stages of being a financial advisor? Just like a young rookie trains differently than a Hall of Fame veteran, an advisor in the early stage of their practice has vastly different needs than one who has been established for years. For the first time, we will take an in-depth look at the technology, best practices, and helpful hints for advisors in every phase of their careers. The third and final installment of our triple-play series focuses on advisors who are seasoned pros. These firms have robust books and healthy AUM, but never miss the opportunity to keep growing. Our team of coaches will discuss maintaining a large client base, working with the next generation of investors, and staying current in a changing financial landscape. Join us as various Orion experts and advisors just like you share stories and offer life lessons they have learned through the years. With plenty of professional insights and actionable advice, this webinar will be a grand slam for advisors in any career stage.
Register
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!
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!
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!
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!
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!
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!
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!
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!
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!
We use cookies to enhance your interactions on our websites. By continuing, you are consenting to cookies being used. For more information see our privacy policy
Welcome to the New Orion Events Page!
We may be connecting differently these days, but going virtual won’t stop Orion from offering our advisors powerful opportunities to learn about new tech, absorb valuable industry insights, and network with each other.
Take a look around at what we have in store, and register for an upcoming event!
Don’t Miss Out on a Single Orion Event!
We know time flies—and how sad would it be for an exciting Orion event to pass you by? Don’t worry, we’ve got you covered. Subscribe to our monthly newsletter, and we’ll deliver all the details on can’t-miss upcoming events, conferences, and webinars right to your inbox!
Check Out What’s On Demand!
Click “Previous Events” to access the on-demand recordings of past webinars.