The pandemic fueled a surge in demand for financial planning that addresses both the immediate and long-term goals of clients. To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion is offering its financial planning technology,
Orion Planning, and its data aggregation services free to advisors with pro bono clients. With Orion Planning advisors can address budgeting and cash management, debt management, stability and financial goals, and create actionable next steps for pro bono clients. If you are interested in taking advantage of this offer, please sign up for this training webinar where we will onboard you in the tool and get you set up to start helping clients.
*Viewing this training webinar is a requirement to take advantage of the free Orion Planning and Data Aggregation for pro bono clients offer. Once you have completed the training, our team will be in touch to provide access to Orion Planning. If you currently use Orion Planning, let us know in the registration form below and we will waive the training requirement.