Charlotte

October 22, 2019

Del Frisco’s Double Eagle Steakhouse
4725 Piedmont Row Suite 170
Charlotte, NC 28210

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11:00 a.m.

What's New at FTJ Fundchoice/OPS and MMS Updates

FTJ Fundchoice/OPS is extremely excited to illustrate our new website, proposal system, and ease of doing business going forward. These new developments will truly define our experience as ‘best of breed’.
12:00 p.m.

Strategist Presentations

Wayne Seaman, Main Management

Bobby Shanahan, Horizon Investments

Kevin Kenny, Toews Corporation

Jon Trbovich, CLS

Overview of investment strategies that take advantage of all market cycles through active asset allocation, sector rotation, and other money management tools.

12:45 p.m.

Strategist Panel

Discussion amongst strategists and attendees with regard to how and where to implement various strategists to best suit your clients’ needs, as well as how to best pair strategists up in the ever-changing markets we invest in.
1:30 p.m.

How to Attract and Retain High Net Worth Clients

Dan Gardiner, Meeder Private Wealth

Jon Trbovich, CLS

Learn more about our premier custom SMA managers and how their products can be designed to help you attract High Net Worth Investors with portfolios tailored to meet their specific needs.

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Save your spot at any of our 36 events! We hope to see you there.
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Have more questions? Contact the Orion Portfolio Solutions Regional Sales Team at 800.379.2513, option 5, or email them directly.