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May 2018

Orion Software Update Overview

May 23 @ 2:00 pm - 2:30 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Get the most out of your Orion experience. This Software Update overview will give you insight into the enhancements and new apps that were launched in the Orion platform in our May 2018 release. In this event, we’ll cover: • New features, like Bill Pay • Enhancements to existing apps, like Communities becoming available in TOM! •Updates on what is coming

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Eclipse Demo

May 24 @ 3:00 pm - 4:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us for this hour long session offering a high-level overview of Eclipse. We will demonstrate the main features and functionality of our latest trading platform and provide the chance for Q & A.

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FPA NorCal 2018

May 29 @ 8:00 am - May 30 @ 5:00 pm
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Eclipse Demo

May 29 @ 10:00 am - 11:00 am
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us for this hour long session offering a high-level overview of Eclipse. We will demonstrate the main features and functionality of our latest trading platform and provide the chance for Q & A.

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Orion Expands Services to Better Support Financial Planners

May 31 @ 1:00 pm - 1:30 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us as we share a new Orion feature to support your financial planning and billing needs.

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Eclipse Demo

May 31 @ 3:00 pm - 4:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us for this hour long session offering a high-level overview of Eclipse. We will demonstrate the main features and functionality of our latest trading platform and provide the chance for Q & A.

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June 2018

CLS ETF Industry Perspectives Webinar Series

June 6 @ 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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AICPA Engage 2018

June 11 @ 8:00 am - June 14 @ 5:00 pm
Las Vegas, NV
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Blended Benchmark Creation

June 14 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us to learn how to create your own custom blended benchmarks in Orion.

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Quarter End Overview

June 26 @ 11:30 am - 12:00 pm
Orion Headquarters, 17605 Wright Street
Omaha, 68130 United States
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Join us to go over the three tools you can use to streamline your Quarter End needs, including: Quarter End Dashboard, Report Batches, and Bill Generator. Learn how to customize the dashboard to meet your firm’s needs, run bills, and generate statements.

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