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January 2018

Inside ETF’s US 2018

January 21 @ 8:00 am - January 24 @ 5:00 pm
Hollywood, FL
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New User – Reporting

January 23 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Reporting For New Users - A high-level overview of Orion Reporting, including the most useful and commonly used apps

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Utilizing sleeves with Eclipse

January 24 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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This webinar will focus on the integration between Orion and Eclipse in regards to using sleeves. We will explain how you create your sleeves in Orion while also maintaining models in Eclipse.

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FTJ Conference 2018

January 30 @ 8:00 am - January 31 @ 5:00 pm
Orlando, FL
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New User – Performance

January 30 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Performance For New Users - A high-level overview of Orion Performance, including the most useful and commonly used apps.

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TDA National LINC 2018

January 31 @ 8:00 am - February 2 @ 5:00 pm
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February 2018

T3 Advisor 2018

February 6 @ 8:00 am - February 9 @ 5:00 pm
Ft. Lauderdale, FL
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New User – Billing

February 6 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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The New User: Billing webinar will cover the Billing Setup process and timeline, as well as Orion recommendations and best practices for success. We will review the Billing Implementation Guidebook, and take a tour of Orion's Billing Audit and Bill Generator Applications. Advisors will take away expectations of the Billing Setup process and Best Practices for billing successfully.

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A Roadmap to ByAll Accounts and Products & Prices

February 7 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Learn to understand the differences between ByAll products and issues and areas where Products and Prices can help. Successfully navigate the realms of manual products and headway accounts.

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CLS ETF Industry Perspectives Webinar Series

February 7 @ 2:30 pm - 3:00 pm

This webinar series will feature insight and education from five well-known, credible ETF providers. February 7: ETF IQ Test, presented by Deutsche Asset Management March 7: Bonds are Different, presented by PIMCO April 4: Guide to the Markets, presented by J.P. Morgan Asset Management May 2: Why Active ETF Makes Sense, presented by First Trust June 6: Talking to Clients About ETFs, presented by PowerShares by Invesco The webinar series is hosted by CLS Investments, LLC in partnership with Orion Advisor Services, LLC. By registering, you agree to share your contact information with the hosts and partners. If you do not consent to sharing this information, please visit https://www.clsinvest.com/webinar-series-preferences to opt out. For Institutional Investor Use Only — Not For Use with the Public

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