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February 2016

2016 T3 Conference Advisor Edition

February 10 - February 12
Fort Lauderdale Marriott Harbor Beach Resort,
3030 Holiday Drive
Fort Lauderdale, FL 33316 United States
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The 2016 T3 Conference Advisor Edition is an opportunity for independent advisors and their staff to learn from leading technology thinkers and to interact with the technology wizards who are creating the solutions they need to build a more profitable practice.

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February 2016 Tech Lab

February 10 - February 11
Orion Headquarters,
17605 Wright Street
Omaha, 68130 United States
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February 2016 Tech Lab Registration

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Balance Sheet 2.0 with Wealth Access

February 11 @ 1:00 pm - 2:00 pm

Join Orion and Wealth Access to get a first look at the new balance sheet reporting available in the Orion Client Portal via the updated Wealth Access integration. You can bring Wealth Access’ aggregated, reporting level data and balance sheet views into your Client Portal using single sign-on capability. Register now to learn more.

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Orion Tech Lab February 24-25

February 24 - February 25
Orion Headquarters,
17605 Wright Street
Omaha, 68130 United States
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You are invited to join us in Omaha at the Orion Tech Lab. This personalized meeting will provide opportunities for 1:1 training and discussions with Orion Subject Matter Experts, as well as your Service Team. Once registered, your Account Manager will contact you to create a custom agenda that includes the topics and areas you want to learn about. The goal of the Orion Tech Lab is to return to your office more confident in your partnership with Orion and empowered to fully utilize the technology available to you.

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March 2016

Spring Training for Advisors 2016

March 8 - March 10
SkySong Business Park,
1365 N. Scottsdale Road
Scottsdale, AZ 85257 United States
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March 2016 Tech Lab

March 9 - March 10
Orion Headquarters,
17605 Wright Street
Omaha, 68130 United States
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Registration for March Tech Lab

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Barron’s Top Independent Advisors Summit 2016

March 21 - March 23

The Barron's Top Independent Advisors Summit provides highly detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices. Much of the content is delivered by members of Barron's Top Independent Advisors, making this conference an extraordinary opportunity to share thoughts with peers and hear what is on the minds of leading practitioners in the industry as they move forward in the ever-changing market.

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May 2016

May 2016 Tech Lab

May 11 - May 12
Orion Headquarters,
17605 Wright Street
Omaha, 68130 United States
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May 2016 Tech Lab Registration

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Orion Tech Lab May 2016

May 11 - May 12
Orion Headquarters,
17605 Wright Street
Omaha, 68130 United States
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You are invited to join us in Omaha at the Orion Tech Lab. This personalized meeting will provide opportunities for 1:1 training and discussions with Orion Subject Matter Experts, as well as your Service Team. Once registered, your Advisor Success Advocate will contact you to create a custom agenda that includes the topics and areas you want to learn about. The goal of the Orion Tech Lab is to return to your office more confident in your partnership with Orion and empowered to fully utilize the technology available to you.

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Gladstone Advisor Conference 2016

May 12 - May 13
Unnamed Venue,
Philadelphia, PA United States
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Orion will attend a the 2016 Gladstone conference.

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