Orion Events

Join us at one of our events.

Stay Connected With Orion Events

Subscribe to Webinars

Orion Ascent 2026

February 24, 2026 - February 27, 2026

San Diego, CA
United States

Immerse 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.

Countdown to
Event Happening Now
00
Days
00
Hours
00
Minutes
00
Seconds

2655-OAS-Ascent-9/22/2023

All Events

Upcoming

Opperational Efficiency

Wealth Management

Webinar

OPS New User Series - Advisor Portal Basics
October 1, 2025
1:00 PM (CST)
Join us for a 40-minute training session designed for new...
Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - General Navigation
October 2, 2025
2:00 PM (CST)
Ready to unleash the full potential of Orion Connect? Dive...
Opperational Efficiency

Advisor Tech

Webinar

AI Notes to Client Action: DataDasher Transforms Redtail Into a Proactive Client Engagement Engine
October 7, 2025
12:00 PM (CST)
Are you ready to move beyond basic note-taking and unlock...

On-Demand

Opperational Efficiency

Wealth Management

Webinar

Brinker New User Series: Proposals, New Accounts, Forms Library
September 24, 2025
1:00 PM (CST)
In this 40-minute training session, you'll learn how the...
Opperational Efficiency

Advisor Tech

Webinar

Orion Tech New User Series - Enhancing Client Engagement
September 18, 2025
2:00 PM (CST)
Ready to unleash the full potential of Orion Connect? Dive...
Opperational Efficiency

Wealth Management

Webinar

Brinker New User Series - Navigating the Advisor Portal
September 17, 2025
1:00 PM (CST)
Join us for a 40-minute training session to enhance your use...

Tech That Powers Your Success

See why Orion is the #1 All-in-One Software Program used by Advisors!1

¹Source: T3 Inside Information Software Survey, 2022. Orion has #1 Market Share for All-In-One Software Programs.