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Orion Events
Join us at one of our events.
Event
Orion Ascent 2026
February 24 - 27, 2026 | 12:00 PM (CST)Learn MoreImmerse yourself in 3 days jam-packed with advisor and expert-led education; hands-on workshops; time to truly connect with peers, partners, and prospects; fantastic food and entertainment, and so much more.
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Upcoming
Advisor Tech
Webinar
Orion Tech New User Series - Portfolio Audit, Queries, and ReportingOctober 9, 2025
2:00 PM (CST)Ready to unleash the full potential of Orion Connect? Dive...
Advisor Tech
Webinar
Leveraging Redtail’s Workflow LibraryOctober 14, 2025
12:00 PM (CST)Work smarter, not harder: how to implement workflows with...
Wealth Management
Webinar
Brinker New User Series - Navigating the Advisor PortalOctober 15, 2025
1:00 PM (CST)Join us for a 40-minute training session to enhance your use...On-Demand
Advisor Tech
Webinar
The Donor’s Mindset: Behavioral Science Behind Charitable GivingAugust 20, 2025
12:00 PM (CST)What truly motivates people to give? Join behavioral finance...
Advisor Tech
Webinar
Orion New User Series: Portfolio Audit, Queries, and ReportingAugust 14, 2025
2:00 PM (CST)Jumpstart your journey with Orion by joining our New User...
Advisor Tech
Webinar
Orion New User Series: General NavigationAugust 7, 2025
2:00 PM (CST)Jumpstart your journey with Orion by joining our New User...
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