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Ascent in Chicago

Dates

May 8th
2019

Location

Chicago Marriott Downtown Magnificent Mile
540 N Michigan Ave
Chicago, IL 60611

Cost

Registration Pricing: $99
Negotiated Hotel Pricing:
$244/night +tax

We Want to Meet You in the Windy City!

Carson Group

Carson Group Holdings (“Carson Group”) serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice.

Orion + Carson Group Agenda

7:00am – 8:00am
Registration
7:00am – 8:00am
Breakfast
8:00am – 8:30am
Kick Off & Welcome

Room: Kane/McHenry County | Speaker: Eric Clarke

8:30 – 9:30am
Keynote Speaker

Room: Kane/McHenry County

9:45am – 10:15am
Orion Consult Room

Room: DuPage County

Orion Session, Is Everyone Hanging Out with Me?: Non-Standard Assets at Orion

Room: Kane/McHenry County | Speaker: Michela Reggio

10:30am – 11:20am
Orion Consult Room

Room: DuPage County

Orion Session, Don’t Panic, It’s just the SEC:  The Keys to Surviving a Audit with our Compass Tool

Room: Kane/McHenry County | Speaker: Jacob Lindseth

11:30am – 12:00pm
Lunch

Room: Kane/McHenry County

12:00pm
Orion Roadmap

Room: Kane/McHenry County | Speaker: Randy Lambert

12:45pm – 1:35pm
Orion Consult Room

Room: DuPage County

Orion Session, All Together, Now:  Advanced Grouping Options in Reporting, InsightClient Portal & More!

Room: Kane/McHenry County | Speaker: Haley Knapp

1:45pm – 2:35pm
Orion Consult Room

Room: DuPage County

Orion Session – An Integrated Client Experience: How our Integrations Power your Client Meetings and Portal

Room: Kane/McHenry County | Speaker: Ryan Cohagan

2:45pm – 3:35pm
Orion Consult Room

Room: DuPage County

Orion Session – Tax Loss Harvesting in Astro & Eclipse

Room: Kane/McHenry County | Speakers: Chris Romano, Collin Yates

3:45pm – 4:35pm
Orion Consult Room

Room: DuPage County

Orion Session, Your Data Dissection:  How your Data Fuels the RMD Dashboard & Trends

Room: Kane/McHenry County | Speaker: Haley Knapp

4:35pm – 4:45pm
Conference Close

Speaker: Randy Lambert

4:45pm – 6:00pm
Happy Hour

Room: Foyer Area

See You in Chicago

Make 2019 the year you commit to innovate, disrupt and win!