October 16, 2019

Lansing Brewing Company
518 E. Shiawassee St.
Lansing, MI 48912

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1:00 p.m.

Welcome and Company Overview

Brett Leach, Regional Vice President, Orion Portfolio Solutions (OPS)

OPS Corporate Initiatives, including the “why” behind the re-branding of FTJ- Creation of the ultimate Open Architecture TAMP and the unique proposition you bring to your clients.

1:30 p.m.

OPS New Technology

Courtney Thomas, Senior Regional Sales Consultant, OPS

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.’

2:00 p.m.

High Net Worth Strategies

  • Dan Messmer, Meeder Investments
  • John Welch, CLS Investments

Panel Discussion on the offerings/benefits of SMAs.

2:45 p.m.

Tactical Strategists: Actively Managing Client Assets During All Market Cycles

  • Melissa Wendt, Horizon Investments
  • Wayne Seaman, Main Management
  • Eben Burr, Toews

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

3:30 p.m.

Tax Managed Investing

  • Austin O’Neill, Russell Investments
  • John Welch, CLS Investments
4:30 p.m.

Roundtable with All Strategists

5:00 p.m.

Brewery Tour + Dinner

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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.