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September 2014

September Tech Lab

September 3 - 4
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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Insider’s Forum 2014

September 9 - 11
Hilton Anatole,
2201 N Stemmons Fwy, Dallas, TX United States
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Bob Veres’ Insider’s Forum conference is the real-world extension of Inside Information (www.bobveres.com), a master study group…

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Junxure Advisor Conference

September 15 - 16
Four Seasons Hotel Las Vegas,
3960 Las Vegas Blvd., Las Vegas, NV 89119 United States
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The Junxure Advisor Conference brings together the advisor community to share the latest trends, best practices, and new ideas that help firms leverage technology toward growth and profitability.

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Major Firms Symposium 2014

September 19 - 20

The Financial Planning Association provides the Major Firms Symposium 2014 as an opportunity to engage with a community of senior executives as well as a variety of strategic offerings, designed exclusively for institutions and firms that deliver financial planning. Connect with a community of like-minded professionals Participate in world-class educational events Get access to award-winning publications and research products And more!

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October 2014

Elite Advisor Forum presented by Gradient Investments

October 1 - 3

Orion will attend the Elite Advisor Forum in October 2014, presented by Gradient Investments, LLC.

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Financial Advisor & Private Wealth Asset Manager Showcase

October 1 - 2
Hyatt Regency Boston,
One Avenue de Lafayette, Boston, MA 02111 United States
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The goal of the Asset Manager Showcase is to streamline the traditional due diligence path for Financial Advisors, RIAs, Research Managers and Portfolio Managers by providing access, insight and interaction in a research oriented setting that empowers decision makers and fosters informational exchange, networking and enhancement of personal relationships. Each event will attract over 100 leading RIAs, financial advisors, due diligence officers, fiduciaries and research managers, for a day and a half of presentations focused on the investment capabilities and insights of up to 24 select investment management firms and their sub-advisors….all under one roof! Open to leading advisors, fiduciary gatekeepers, due diligence and research managers from across multiple industry channels. Advisors and gatekeepers gain insight from individual portfolio manager, and subject matter presentations covering a broad range of highly relevant and timely topics. Benefit from one on one meetings along with group networking opportunities available throughout the event. Get the latest thinking on current events and insight on how leading portfolio managers are implementing their strategies in today’s volatile market

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Tiburon CEO Summit XXVII

October 7 - 8
Ritz Carlton Hotel, San Francisco,
600 Stockton Street, San Francisco, CA 94108 United States
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Tiburon’s CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses. Tiburon’s CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities.

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Excell 2014

October 8 - 10

Peak Advisor Alliance’s passionate community is an integral part of why Peak members are so successful. Advisors need to know they are not in this alone, and that others are out there who share similar goals, challenges, and triumphs. So we created an atmosphere to make this possible. The Excell 2014 conference is truly unlike any other industry meeting an advisor could attend. It connects Peak Advisor Alliance members with each other through a highly inspiring environment that highlights the industry’s top thought leaders and gives attendees the opportunity to share ideas and learn new best practices. One of the key differentiating factors is the willingness of each attendee to openly share what they are doing that makes them successful.

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The ADVocate RIA Symposium

October 13 - 15

As the nation’s largest independent broker-dealer, a top RIA custodian, and a leading independent consultant to retirement plans, LPL is an enabling partner to more than 13,500 financial advisors and approximately 700 financial institutions. We believe that objective financial guidance is a fundamental need for everyone. Through our proprietary technology and a suite of customized services, we enable our customers to focus on creating the personal, long-term client relationships that are the foundation for turning life’s aspirations into financial realities.

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November 2014

November Tech Lab

November 3 - 4
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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