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New User – Cost Basis

July 16 @ 11:30 am - 12:00 pm

Build your Cost Basis foundation! This new user course will walk you through how cost basis is stored in Orion, provide you with a couple of recommended display options, as well as give you a brief overview of Orion’s Cost Basis reconciliation tool – the Tax Center.

Details

Date:
July 16
Time:
11:30 am - 12:00 pm
Event Category:
Registration:
https://event.on24.com/wcc/r/2046504/6CB24E81D51F197B3447130F53058854

Venue

Orion Headquarters
17605 Wright Street
Omaha, 68130 United States
Website:
http://orionadvisor.com

Organizer

Orion Advisor Services

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