💡 August’s webinar lineup is here — and it’s packed with insights to help you deliver greater client value through tax-aware strategies, charitable planning, smarter portfolios, and powerful tech. Register now for FREE: 1️⃣ Our Tax Loss Harvesting Process in Real Time 📅 August 5 Discover how Orion Custom Indexing enables loss harvesting at scale — every day, not just quarter-end. 🔗 https://xmrrwallet.com/cmx.pbit.ly/4kYTI09 2️⃣ Powerful Portfolio Potential: Combining Insight, Strategy, and Tech 📅 August 6 Join Orion + J.P.Morgan Asset Management to explore platform-powered portfolio design and newly launched investment solutions. 🔗 https://xmrrwallet.com/cmx.pbit.ly/3II85bB 3️⃣ Orion Planning Office Hours: New Tax Law? New Tools. Your Questions, Answered. 📅 August 7 Get a first look at recent tax-focused planning enhancements — then bring your questions for a live Q&A. 🔗 https://xmrrwallet.com/cmx.pbit.ly/4kRNP4H 4️⃣ The Donor’s Mindset: The Behavioral Science Behind Charitable Giving 📅 August 20 Explore what really motivates generosity with Dr. Daniel Crosby and GiftingNetwork. 🔗 https://xmrrwallet.com/cmx.pbit.ly/4kUuMa4 — 📌 Also coming soon: • Modernization Without the Overhaul – August 14 • The Engagement Equation – August 19 • From Cluttered to Connected: Rethinking Your Tech Stack – August 20 • Built for Scrutiny – August 27
Transformation Consultant Business Operations
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