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Ascent in Chicago

Dates

May 8th
2019

Location

InterContinential Chicago Magnificent Mile
505 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

Room: Renaissance Foyer–Fifth Floor

7:00am – 8:00am
Breakfast

Room: Renaissance Ballroom – Fifth Floor

8:00am – 8:30am
Kick Off & Welcome

Room: Renaissance Ballroom – Fifth Floor | Speaker: Randy Lambert

8:30 – 9:30am
Keynote Speaker

Room: Renaissance Ballroom – Fifth Floor

9:45am – 10:15am
Orion Consult Room

Room: Camelot–Third Floor

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

Room: Renaissance Ballroom – Fifth Floor | Speaker: Michaela Reggio

10:30am – 11:20am
Orion Consult Room

Room: Camelot–Third Floor

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

Room: Renaissance Ballroom – Fifth Floor| Speaker: Jacob Lindseth

11:20am – 12:00pm
Lunch

Room: Renaissance Ballroom – Fifth Floor

12:00pm
Orion Roadmap

Room: Renaissance Ballroom – Fifth Floor | Speaker: Eric Clarke

12:45pm – 1:35pm
Orion Consult Room

Room: Camelot–Third Floor

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

Room: Renaissance Ballroom – Fifth Floor | Speaker: Haley Knapp

1:45pm – 2:35pm
Orion Consult Room

Room: Camelot–Third Floor

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

Room: Renaissance Ballroom – Fifth Floor | Speaker: Ryan Cohagan

2:45pm – 3:35pm
Orion Consult Room

Room: Camelot–Third Floor

Orion Session – Tax Loss Harvesting in Astro & Eclipse

Room: Renaissance Ballroom – Fifth Floor | Speakers: Chris Romano, Collin Yates

3:45pm – 4:35pm
Orion Consult Room

Room: Camelot–Third Floor

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

Room: Camelot–Third Floor

Orion Session – Tax Loss Harvesting in Astro & Eclipse

Room: Renaissance Ballroom – Fifth Floor| Speaker: Haley Knapp

4:35pm – 4:45pm
Conference Close

Speaker: Randy Lambert

Room: Renaissance Ballroom – Fifth Floor

4:45pm – 6:00pm
Happy Hour

Room: King Arthur

See You in Chicago

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