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.

Have more questions? Contact the Orion Portfolio Solutions Regional Sales Team at 800.379.2513, option 5, or email them directly.