Orion Ascent in Boston 2019 | Orion Advisor Services | 7 August 2019 | Boston Marriott Copley Place, 110 Huntington Ave, Boston, MA 02116, USA
Venue
Boston Marriott Copley Place
Boston Marriott Copley Place, 110 Huntington Ave, Boston, MA 02116, USA
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| Event Date | Wed Aug 7 EDT - Thu Aug 8 EDT (over 5 years ago) |
| Location |
Boston Marriott Copley Place
110 Huntington Ave, Boston, MA 02116, USA |
| Region | Americas |
Details
Orion’s events are designed to provide your firm with actionable ROI. The lessons and connections you make here will directly impact your firm’s opportunities to innovate, disrupt and win in the years ahead.
This year’s training and insights will help you “Innovate on the Fundamentals” by simply reimagining ways you can provide value and powerful experiences with the help of smart and scalable technology solutions.
If business is all about who you know, then you’re sure to know a lot more at Ascent 2019. Meet other advisors who run their firm with Orion to swap stories, share experiences, and help each other advance the financial advisor profession to new heights, together.
As a critical component in your firm’s day-to-day operations, we know how important it is for you to know what Orion is doing now to make your job better later. Plan ahead for all the ways you’ll benefit from Orion by getting an early look at our upcoming development and enhancements—only at Ascent.
From the learning sessions you take, to the entertainment activity you choose, to the regional event you attend, Ascent 2019 is all about you. Craft the perfect event experience that enables you to take home improvements to your day-to-day processes.
Speakers
2019 Speakers
Ted Anastasi
Valerie Koehler
Adrienne Fasse
Jeff Kliewer
Jace Nelson
Matthew Hamilton
Jared Jollensten
Chris Romano
T.J. Hill
Windell Austin
Haley Knapp
Michael McElroy
Matthew Brooks
Randy Lambert
Kyle Hiatt
Mark Simonelli
Tricia Haskins
Patricia Denno
Michaela Reggio
Raghav Chawla
Kris Heig
Michael Porco
Adam Schouela
Joe Wethington
Stephen Straw
Sponsors & Partners
2019 Sponsors
• Allianz
• Apex Clearing
• Asset-Map
• Brookstone Capital Management
• Charles Schwab
• Biz Equity
• BlackRock
• BNY Mellon Pershing
• Conga
• DPL Financial Partners
• FA Match
• Glia
• Quantum
• Quovo
• RedTail
• RisAlyze
• StarkWeather & Shepley
• TD Ameritrade
• Totum Risk
• United Capital
• Wealth Access
• XY Planning Network