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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
From CRM to Conversation Intelligence: The Redtail + Zocks AdvantageSeptember 16, 2025
12:00 PM (CST)What if your CRM could actually listen? In this session, we...
Introducing the Orion Summit ExperienceSeptember 16 - 16, 2025
12:00 PM (CST)1 hour durationWe’re officially unveiling the Orion Summit Experience — a...
Wealth Management
Webinar
Brinker New User Series - Navigating the Advisor PortalSeptember 17, 2025
1:00 PM (CST)Join us for a 40-minute training session to enhance your use...On-Demand
Advisor Tech
Webinar
Orion Tech New User Series - Portfolio Audit, Queries, and ReportingSeptember 11, 2025
2:00 PM (CST)Ready to unleash the full potential of Orion Connect? Dive...
Wealth Management
Webinar
OPS New User Series - Client Overview, Trading, and Model Search and CompareSeptember 10, 2025
1:00 PM (CST)Join us for a 40-minute training session designed to help...
Advisor Tech
Webinar
Eclipse Equivalents, Alternates, and Exclusions: A BreakdownSeptember 9, 2025
12:00 PM (CST)The most common question I get as an Eclipse consultant is...
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