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January 2017

Cost Basis Reporting

January 18 @ 1:00 pm - 1:30 pm

Different settings that impact reporting, what Orion’s ‘u’ means in cost basis reporting, also how to research cost basis using the Tax Center application.

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Model Maintenance

January 19 @ 10:30 am - 11:00 am

Learn to efficiently create and modify models in mass using custom imports.

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January 22 @ 8:00 am - January 25 @ 5:00 pm
Diplomat Beach Resort, 3555 S. Ocean Dr
Hollywood, FL 33019 United States
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As the world's largest ETF conference, Inside ETFs gives you the unique opportunity to network with over 2,000 financial advisors, ETF strategists, and the leading ETF institutions. Find new opportunities, trade investment strategies, and establish new connections with your peers in the ETF space.

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Sleeve Reporting

January 25 @ 1:00 pm - 1:30 pm

Best practices (registration, management style, model), how sleeves are treated on reports, how performance can be displayed.

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Sleeved Registration Setup

January 26 @ 10:30 am - 11:00 am

Learn how to set up sleeves on a registration so you can independently trade multiple strategies (models) within a single custodial account.

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February 2017

National LINC 2017

February 1 @ 8:00 am - February 4 @ 5:00 pm
Manchester Grand Hyatt, 1 Market Place
San Diego, CA 92101 United States
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For over two decades, TD Ameritrade has provided independent Registered Investment Advisors with opportunities to learn about the latest industry trends and business solutions, be inspired by the best people in the industry, network with other like-minded advisors and collaborate to solve current business challenges. Join us at our most anticipated event of the year, National LINC 2017.

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Estimated Income/Current Yield Reporting

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

Review of the different calculation options (Last 12 months, Last x Frequency, IDSI), different yield calculations (yield on cost vs. current yield), Projected Income and Redemption (estimated income vs. dividends received).

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Sleeve Trading

February 2 @ 10:30 am - 11:00 am

Learn how to trade your sleeved registrations by doing registration-level rebalancing or sleeve (account) level rebalancing or tactical trading.

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February Tech Lab

February 8 @ 8:00 am - February 9 @ 5:00 pm
NorthStar Financial Services Group, LLC, 17605 Wright Street
Omaha, NE 68130 United States
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This personalized meeting will provide opportunities for 1:1 training and discussions with Orion Subject Matter Experts, as well as your Service Team. 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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Orion Sub-Report Options Review

February 8 @ 1:00 pm - 1:30 pm

In depth review of the Orion sub report options, unmanaged inclusion override, buy/sell treated as journals when assets or accounts are unmanaged.

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