Schwab SOLUTIONS Is Coming to a City Near You — Don’t Miss Out

Can you learn tips that will help you improve your business — for free — in one day?

That may sound like a riddle, but the answer is a simple yes

Between July and August 2019, Orion will be the series sponsor of 12 upcoming Schwab SOLUTIONS events across 12 cities. SOLUTIONS is a free, full-day event dedicated to giving operational professionals the opportunity to learn about new technology, walk through new features, and connect with colleagues.

Who’s Invited

SOLUTIONS is a free event open to principals, operations managers, and operations staff of advisory firms that do business with Schwab Advisor Services.

What To Expect

Look forward to an action-oriented experience kicked-off by Orion and packed with subject matter experts on hand to answer your technology questions.

Sessions will include cybersecurity, portfolio management, client experience, and new digital account management features, including the recently launched, game-changing integration that streamlines account opening between Schwab and Orion. This new, far more efficient solution to account opening does more than just eliminate paperwork: it also reduces the potential for errors and saves valuable time for both advisors and clients.

Learn more about the new account-opening integration here. And that’s just the beginning: after SOLUTIONS, you’ll come away with an arsenal of tools and knowledge for improving your business right away.

Where To Find Us

Schwab’s Orion-sponsored SOLUTIONS events are taking place in 12 cities across the country. Find yours here:

  • July 11 | Columbus, OH 
  • July 16 | Los Angeles
  • July 19 | Houston, TX
  • July 26 | Phoenix, AZ
  • July 30 | Seattle, WA
  • August 1 | Baltimore, MD
  • August 6 | Chicago, IL
  • August 8 | Minneapolis, MN
  • August 13 | New York, NY
  • August 15 | Boston, MA
  • August 20 | Atlanta, GA
  • August 22 | San Francisco, CA

To register for SOLUTIONS in your city, click here

Ready to see how Orion can help improve your business? We’d love to start a conversation and show you how Orion can help you reach your business goals. Let us know here and we’ll give you a call right away!