Where We'll Be


Orion Ascent 2018 Conference, September 5-7, 2018

Ascent is the only place where you can join 700+ professionals from some of the best, brightest, and most connected advisory firms to learn, train and build a deeper understanding of how Orion’s platform can fuel their business’ growth.

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FPA Annual Conference 2018, October 3-5, 2018

The FPA Annual Conference is one of the largest financial planning conferences held each year, attracting CFP® professionals and financial planning thought leaders from across the globe. The gathering is built around the sharing of practical strategies, tactics and knowledge, all designed to help you take immediate action when you return to the office.

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IMPACT 2018, October 28-31, 2018

IMPACT 2017 was the industry’s largest gathering of experts and forward-thinking advisors—and we left newly equipped and inspired to leverage the industry optimism and propel our businesses forward. This year is shaping up to be even better.

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To schedule a member of the RIA in a Box team to speak at an investment adviser industry event, click here.