May 2020 - Product Updates Webinar

Join us on June 18th at 12:30pm CT to review the Orion Planning updates that were released in May. This includes the addition of the Beneficiary Review page to the Estate Planning Goal, the ability to switch from hypothetical to weighted average at the client level, the option to waive RMDs in 2020, and other tax enhancements. There were also updates to the performance reporting, including a new RMD Dashboard, Screen-sharing with clients, and custom asset class/category colors.


Webinar Register Button