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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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Fuse Webinar: Optimize Your Operations with Junxure Cloud CRM

April 14 @ 1:00 pm - 1:30 pm

Join Orion and Junxure to learn more about how advisors can increase operational efficiency by integrating their portfolio accounting and CRM solutions.

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FPA 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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Elevate Your Web Presence: Create a Hub for Clients & Prospects

April 21 @ 12:00 pm - 12:30 pm

In this session, Advisor Websites & Orion are teaming up to explain how to use your web presence to stand out from the pack among prospects and take client relationships to the next level.

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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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May 2015

NAAIM Uncommon Knowledge 2015

May 3 - May 6
Newport Beach Marriott,
900 Newport Center Drive, Newport Beach, CA 92660 United States
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Uncommon Knowledge® is the nation’s preeminent conference for the Active Investment Manager. With a wide variety of speakers and panelists, plus plenty of networking opportunities, it’s no wonder hat this conference has been around for more than 20 years. You won’t want to miss these 3-4 days packed with information on trading techniques, risk management and investment management strategies, not to mention the latest in technology and marketing tips to run your practice. Do you have a strategy, model or signal that you would like to present to companies who are looking for new management strategies and/or managers? NAAIM’s agenda committee is currently planning the NAAIM Showcase (formerly NAAIM Shark Tank), and will be announcing more information about this unique event which was introduced to conference attendees in 2014.

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May 2015 Tech Lab

May 6 - May 7
Orion Headquarters,
17605 Wright Street, Omaha, 68130 United States
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Register for the May 2015 Tech Lab in Omaha, Neb.

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eMoney Advisor Summit 2015

May 6 - May 8
Omni La Costa Resort and Spa,
2100 COSTA DEL MAR ROAD, Carlsbad, CA 92009 United States
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FTJ FundChoice Advisor Summit 2015

May 13 - May 14
Hyatt Regency Denver at Colorado Convention Center,
650 15th Street, Denver, CO 80202 United States
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The 2015 FTJ FundChoice Advisor Summit will include more speakers and breakout sessions featuring thought leaders from across the industry. This multi-day event will not only help you learn more about the benefits of using the FTJ platform, but help your business become more efficient and client focused.

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Gladstone Conference 2015

May 14 - May 15
Four Seasons Philadelphia,
One Logan Square, Philadelphia, PA 19103 United States
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Gladstone Associates, a leading Business and Transaction Advisory firm, is pleased to announce our fourth annual conference event. Join leading industry experts who specialize in the RIA business to engage in an interactive discussion regarding the merger and acquisition environment, the dynamics surrounding succession planning, and the strategic opportunities that currently exist for our industry. This event is structured so attendees can ask questions relevant to their own practices and meet with peers in an interactive forum designed to energize and challenge their thinking. Gladstone’s Annual Advisor Conference provides an opportunity for Principals of successful wealth management firms and boutique money managers to come together to discuss current business issues, as well as strategies for future success.

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