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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
Wealth Management
Webinar
Brinker New User Series: Proposals, New Accounts, Forms LibraryNovember 19, 2025
1:00 PM (CST)1 hour durationIn this 40-minute training session, you'll learn how the...
Advisor Tech
Webinar
Orion Tech Feature Spotlight - RMD DashboardNovember 20, 2025
2:00 PM (CST)1 hour durationJoin us for an in-depth walkthrough of Orion’s RMD Dashboard...
Orion Event
Orion Ascent 2026February 24 - 27, 2026
12:00 PM (CST)Immerse yourself in 3 days jam-packed with advisor and...On-Demand
Wealth Management
Webinar
Brinker New User Series: Navigating the Advisor PortalOctober 15, 2025
1:00 PM (CST)1 hour durationJoin us for a 40-minute training session to enhance your use...
Advisor Tech
Webinar
Leveraging Redtail’s Workflow LibraryOctober 14, 2025
1:00 PM (CST)1 hour durationWork smarter, not harder: how to implement workflows with...
Advisor Tech
Webinar
Orion Tech New User Series - Portfolio Audit + Queries & ReportingOctober 9, 2025
2:00 PM (CST)1 hour durationReady to unleash the full potential of Orion Connect? Dive...
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