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On Demand Events

On Demand Events

Miss out on a recent webinar? No problem — all our past webinars are available to you on demand, 24-7.

2022 Barron’s Advisor Independent Summit

Event Description: Orion is excited to sponsor and attend the 2022 Barron’s Advisor Independent Summit in Louisville, KY. This invitation-only event is a gathering of self-made leaders who have earned a distinct place within the financial services industry. This curated experience has become one of the premier annual events for top ranked independent advisors, with content designed to highlight the best practices and specific needs of independent financial professionals.

Ameritas BREAKTHROUGH 2022 AIC & AAS Forum

Event Description: Orion is proud to support the Ameritas: Breakthrough AIC/AAS Forum as a Gold Sponsor. Our team will be attending and presenting content at this annual conference in Ft. Lauderdale, Florida and look forward to connecting with existing partners and clients.

Banking Insurance & Securities Annual Convention

Event Description: Orion is proud to support the Bank Insurance & Securities Association (BISA) 2022 Annual Convention in Miami Beach as an exhibiting sponsor. Each year, the BISA Conference focuses on opportunities for learning, engagement, and interaction. The Orion team is excited to participate in person and connect with attendees.

War Room: Inflation + Energy

Event Description: The perilous change in market tone is being felt in many asset classes due to inflation – but not energy. Two years after negative crude oil prices, Americans are driving (and shopping) more than expected. Prices are definitely on the rise with CPI now at 7.5%. Join us as we refresh our Inflation scenario and assess Charlie Munger’s comparing it to nuclear war, in the next HiddenLevers War Room.

On Demand

3 Proven Tactics to Guide Your Clients Through Market Volatility

Event Description: During times of market volatility, clients tend to feel on edge. Now is the time to demonstrate your value to help ease their concerns – and communication is key to this. Radio silence from their advisors is a big pain point for investors. While it may seem obvious to you, your clients want to know that you’re on top of market events and that you have a plan for their portfolio. We’ve packed a lot of great information into this webinar, starting off with a review of the markets with Orion’s Chief Investment Officer, Tim Holland, CFA. During this webinar, you will also: 1. Get communication tips on what you need to say to clients, when to say it, and more 2. Understand the importance of having a sound financial plan during volatile times and how to communicate that to clients 3. See how successful RIAs use HiddenLevers to gauge risk tolerance, create durable portfolios, and set client expectations before and during market volatility. If you like what you see during this webinar, you can take advantage of special pricing on some of the tools we cover.

On Demand

2022 Quantum Leap & Wealth Management Combine

Event Description:  Orion is proud to support the Centaurus Quantum Leap Workshop and Wealth Management Conference in Carlsbad, CA as both an exhibiting sponsor and a content provider. Sterling Moore, VP, Regional Director for Orion will present How to Attract and Retain High Net Worth Clients.

Equitable Advisors Investment Practice Forum

Event Description: Orion is proud to be an ongoing supporter of the Equitable Advisors Investment Practice Forum as both an exhibiting sponsor and a content provider. On February 10, Dr. Daniel Crosby will be on the main stage to share insights on The Advisor’s Greatest Value.

HiddenLevers War Room: Fed Roulette

Event Description: With 10y + Crude Oil now at pre-pandemic highs, you’d guess investors would be more optimistic in the new year, but no. The growth to value narrative is busted and all eyes are on the Fed to tame 7% inflation – without setting off the recessionary tripwires. 1. Is the Fed action priced in, or will it trigger a further sell-off? 2. Has inflation peaked? 3. Why are banks tanking as rates rise? Join us as we narrow the unusually wide range of outcomes for potential Fed action, and assess whether the NASDAQ’s pain ends at 10%, in the next HiddenLevers War Room.

On Demand