Upcoming Tradeshows

Investment Center National Education Conference

Events Description: This year at the Investment Center's National Education Conference, Dr. Daniel Crosby will give his presentation, Behavioral Alpha: An Advisor's Greatest Value. Check out the event website to learn more.

2021 Quantum Leap Workshop Series

Events Description: At this year's Centaurus event, Eric Sanders, Strategic Consultant, will present on Orion Planning. Check out the event website now!

FPA Spring conference Connecticut

Events Description: 9:50 am goRIA - A Virtual RIA Roundtable Discussion with Orion’s Ryan Donovan. This "open forum" format will give you the opportunity to directly engage with some of the industry's top thought leaders about what, exactly, is involved with "Going RIA" or "Joining an RIA". Scroll down to see more details about the speakers you will have access to. Ask questions directly to the panelist, or, just sit back and take in the information. If you’re considering the RIA space, this is a session you will not want to miss!

HK Elevate Orion Tech

Events Description: The 2021 Elevate Conference, hosted by HK Financial Service “Go the Distance” centered around the movie Field of Dreams. This annual conference brings together our affiliate CPAs, the HKFS financial planning consultants and other members of the HKFS team to explore the latest trends, best practices and opportunities in wealth management.

InvestmentNews Virtual RIA Summit

Events Description: Orion's General Counsel, Kylee Beach, will speak on the Compliance panel: Dealing with Technology, Marketing, and Legal Challenges during InvestmentsNews RIA Summit.