Fort Lauderdale

October 17, 2019

Embassy Suites by Hilton
1100 SE 17th Street Causeway
Fort Lauderdale, FL 33316

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11:30 a.m.

Buffet Lunch and Registration

12:30 p.m.

OPS : Advisors $800 Billion Fintech Partner!

Orion Portfolio Solutions

1:00 p.m.

Russell Investments - Practice Management/Strategy Update

A review of the client conversation that is unique to OPS/FTJ.

1:30 p.m.

Janus - Practice Management/Balance Fund Update

2:00 p.m.

Main Management Market and Strategy Update

2:45 p.m.

"NO Platform Fee" Market Movement Strategy Models

3:00 p.m.

Panel Discussion with Strategist Firms & Advisor Q&A

3:45 p.m.

Tax Alpha: Adding Value Through Tax Management

CLS Direct Indexing Strategy

4:00 p.m.

Winning the $1 Million Opportunities with our Team of Firms

  • Appleton Partners, INC.
  • Meeder Investment Management
  • CLS Investments

OPS High Net Worth Capability

4:15 p.m.

AAMA Market and Strategy Update

4:45 p.m.

Orion Elite Advisor Program

5:15 p.m.

Meet the Manager Mixer (Optional)

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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.