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January 2015

TD Ameritrade Institutional 2015 National Conference

January 28 - January 30
Manchester Grand Hyatt,
1 Market Place, San Diego, CA 92101 United States
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February 2015
Free

February 2015 Tech Lab

February 4 - February 5
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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Register for the February 2015 Tech Lab at Orion HQ.

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2015 T3 Conference Advisor Edition

February 12 - February 14
Hilton – Anatole,
Dallas, TX United States

The 2015 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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Free

February Fuse Webinar: Orchestrate, LLC

February 17 @ 1:00 pm - 1:30 pm

Join Orion and Orchestrate, LLC, for our February Fuse webinar.

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March 2015

Spring Training for Financial Advisors

March 3 - March 6
SkySong Business Park,
1365 N. Scottsdale Road, Scottsdale, AZ 85257 United States
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 This event will focus on:  Social Media Tools to present you in the best light to your clients Strategies and information designed to keep your practice competitive Tools to measure that success How to use LinkedIn as a powerful tool to attract and bring in high net worth clients How to value your practice and how to value a practice to potentially purchase Buying CPA practices to grow your business by leaps & bounds How to posit your fee-structure to avoid fee compression Innovative solutions to financial advisors that are reinventing wealth management technology How to approach regulatory issues in practice transitions Digital marketing and digital strategy Cloud computing for advisors that is compliant friendly How to acquire financing if your firm is ready for expansion

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RIA Summit 2015

March 16 - March 18
The Westin – Lake Las Vegas,
101 Montelago Boulevard, Henderson, NV 89011 United States
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Unlike any other event, the RIA Summit unites an exclusive group of Registered Investment Advisors and CIOs of Family Offices with top economists, analysts, solution partners, and innovators in the field. The result is an exceptionally efficient,highly collaborative networking and educational environment focused on the topics that matter most to you. This is the event that can change how you see the future of your business.

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Barron’s Top Independent Advisors Summit 2015

March 23 - March 25
Fairmont Scottsdale Princess,
7575 East Princess Drive , Scottsdale, AZ 85255 United States
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Barron’s is proud to offer this intimate and invitation-only event, where the nation’s top independent financial advisors gather for an exclusive chance to share ideas, grow professionally, and network amongst their peers. What to expect: Enhance your own skill set by participating in peer-led sessions that share winning wealth management strategies Hear from recognized keynote speakers from both inside and outside the industry that will inspire your professional journey Meet and network with the financial advisory industry leaders and opinion-shapers Walk away with plenty of actionable ideas to implement in your home office that will define the future of your business Meet and network with the financial advisory industry leaders and opinion-shapers Walk away with plenty of actionable ideas to implement in your home office that will define the future of your business Invited are those “Top 100 Independent Financial Advisors”, honored annually in Barron’s magazine, as well as a select group of 400 additional advisors representing the top level of performers of participating custodial firms.

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April 2015

Tiburon CEO Summit XXVIII

April 7 - April 8
Ritz Carlton Hotel, New York,
50 Central Park S, New York, NY 10019 United States
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Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XXVIII will be held April 7-8, 2015, at the Ritz Carlton Hotel (Battery Park) in New York, NY; please click here to review the tentative meeting agenda and client attendee list for this upcoming Tiburon CEO Summit.

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RPA Retreat 2015

April 20 - April 23
Chateau Elan,
100 Rue Charlemagne, Braselton, GA 30517 United States
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Join a select gathering of dedicated financial planning professionals for extraordinary learning experiences centered around advancing the art and science of financial planning for more meaningful impact on client’s lives. Dive into industry trends and happenings to stay at the forefront of the profession with the following keynote speakers: Jonathon Fields Fred Mandell Ana Dutra Daniel Crosby, Ph.D. Stephanie Kelton, Ph.D. This year, FPA Retreat will be held at Château Élan, a world class resort within an hour’s drive of Atlanta, Georgia. This premier meeting destination allows us to enjoy championship golf, a full production winery and an exceptional spa, along with an ideal setting for our Retreat experience. Click here to register.

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OBS University 2015

April 28 - April 30
The Cosmopolitan of Las Vegas,
3708 Las Vegas Boulevard South , Las Vegas, NV 89109 United States
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Join us in fabulous Las Vegas for OBS University 2015! Take advantage of the opportunity to learn about new tools and enhanced resources available to help you grow your business. We built this workshop to include specialized sessions that benefit your institution’s growth and development. Engage and share best practices with your peers while enjoying a little bit of Las Vegas!

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