Orion Tech New User Series Resources

Tech Training Webinars and Events

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Event Topic

Upcoming

1828

Advisor Tech

Webinar

Orion Tech Foundations: Navigating with Confidence
October 8, 2026
2:00 PM (CST)
1 hour duration
The time you save in Orion mostly comes down to knowing...
Register
1828

Advisor Tech

Webinar

Orion Tech Foundations: Data and Reporting
October 15, 2026
2:00 PM (CST)
1 hour duration
Most of the answers you need are already sitting in Orion...
Register
1828

Advisor Tech

Webinar

Orion Tech Foundations: Client Experience & Performance Questions
October 15, 2026
2:00 PM (CST)
1 hour duration
Nothing tests your Orion knowledge like a client asking...
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1828

Advisor Tech

Orion Event

Align University - Phoenix, AZ
November 10 - 11, 2026
7:00 AM (CST)
9 hour duration
Align University is a two-day, in-person training event for...
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On-Demand

1828

Advisor Tech

Webinar

Orion Tech Training - Q3 New Release Recap
October 1, 2026
2:00 PM (CST)
1 hour duration
Join us for the Q3 New Release Recap, a session designed to...
Register
1828

Advisor Tech

Orion Event

Align University - Pittsburgh, PA
September 22 - 23, 2026
7:00 AM (CST)
9 hour duration
Align University is a two-day, in-person training event for...
Register
1828

Advisor Tech

Webinar

Advisor Trading: Building Advisor Driven Workflows in Eclipse
September 17, 2026
11:00 AM (CST)
1 hour duration
Ready to give advisors more control without sacrificing...
Register

Using Redtail? We’ve got training resources available for you, too!

Check out our upcoming Redtail training webinars and see what’s in store:

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Redtail University 2026 

At Redtail University, you and our expert trainers work hand in hand to understand the ins and outs of your Redtail tech so you can transform it into the ultimate storytelling tool for your office.

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