Orion Tech New User Series Resources

Tech Training Webinars and Events

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Upcoming

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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1828

Advisor Tech

Webinar

Orion’s Recent Reporting Enhancements in Action
November 19, 2026
2:00 PM (CST)
1 hour duration
Take a closer look at recent reporting enhancements with the...
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1828

Advisor Tech

Orion Event

Eclipse University - Omaha, NE
December 1, 2026
7:00 AM (CST)
9 hour 30 min duration
Eclipse University is an immersive, in-person training...
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On-Demand

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

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: Navigating with Confidence
October 8, 2026
2:00 PM (CST)
1 hour duration
The time you save in Orion mostly comes down to knowing...
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Using Redtail? We’ve got training resources available for you, too!

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

View the Redtail Webinar Schedule
 

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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