Upcoming Events

April 2021 Product Release Webinar

Event Description: As we enter the second quarter of 2021, take the opportunity to connect with our product teams about the latest enhancements coming to the Orion Advisor Tech platform. Our product managers will be on deck to share demos of the new updates and answer your questions.  May and June product release webinars are also available at registration!

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.

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.

Inspirational Alpha: The Story Behind the Rapid Growth of Thematic Investing

Event Description: Thematic investing strategies are taking the investment world by storm, growing rapidly, and raising assets—and for good reason. These strategies, based on world-changing themes like disruptive tech, climate change, and demographics, offer tremendous value to advisors and investors alike. Perhaps most importantly, they help advisors create Inspirational Alpha: stories that resonate with investors, stimulate them, and give them the opportunity to be part of something transforming the global economy. Join Orion’s Chief Investment Strategist, Rusty Vanneman, CFA, CMT, and Nick Codola, Investment Research Analyst at Orion, to learn more about the rise of thematic investing and the power of Inspirational Alpha, as well as explore the thematic investing strategies and resources available on the Orion Portfolio Solutions platform.

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!

InvestmentNews RIA Tech for Breakaways – How to leverage technology to make going RIA easier

Events Description: There are few topics more top-of-mind for “breakaway advisors” than technology. In fact, the desire for better tech is often a top reason why advisors consider breaking away in the first place. To be sure, there is no shortage of RIA Tech out there. So, determining what should (and should not) be in your RIA “Tech Stack” can be a daunting task. Join InvestmentNews and Orion's President, Noreen D. Beaman, for this panel discussion and let these industry thought leaders help you parse through the many options.

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.


Event Description: Experience your brand new tech platform from every angle during this two-day training event. Detailed demos of our powerful solutions, practice management tips from Orion experts, and powerful thought leadership insights are designed to help you hit the ground running with all the tools, resources, and services now available to you.


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.

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.

May 2021 Product Release Webinar

Event Description: We’ve got another round of exciting platform updates coming at you! Join us for an action-packed half-hour of demos, questions, and learning. April and June product release webinars are also available at registration!