Events & Webinars

Explore new strategies for managing your practice and strengthening client relationships. Our interactive, in-person workshops can help you grow your business, sharpen your strategy and develop lasting relationships with your clients.

Events


There are currently no public events. Check out our webinars and workshops.

Webinars

Introduction to AssetMark MarketDimensions Portfolios

Learn how the new MarketDimensions Portfolios provide lower-cost, tax-efficient core market strategies for the various stages of your clients' financial plan.


Tuesday, November 13
1pm PT | 4pm ET

Engaging the Next Generation

Join this webinar to learn how you can effectively engage the next generation and the children of your current clients. We will review trends, concerns, and opportunities prevalent among the younger generation, and review ways you can begin building new relationships.

Speaker:
Gretchen Golembewski - Vice President, Practice Management Consultant


Thursday, November 15
1pm PT | 4pm ET
What Advisors are Saying

"I attended AssetMark's Investment Mastery event recently and found it a really valuable use of my time. I was able to immediately apply what I learned."

- Kristen Waggoner, Account Manager, Summit Financial Group, Inc.
Read Kristen's Story

Workshops

Positioning Your Practice for High-Net-Worth Investors - Spotlights: City National Rochdale & Impact Assets

City National Rochdale, one of the strategists available through AssetMark, is an investment management firm specializing in intelligently personalized portfolios for high-net-worth individuals, families and foundations with greater than $1 million in investable assets. Our personalized solutions are designed for clients desiring personalized portfolio management strategies that address their unique situation relative to investment objectives, tax sensitivities, income needs, or existing holdings with low cost basis or concentrated positions.

The AssetMark Giving Fund, sponsored by ImpactAssets (a nonprofit organization), is a tax-deductible donor-advised fund that enables your clients to make ongoing charitable contributions that can grow tax-free. Grants may be recommended to charitable organizations that are tax-exempt under Internal Revenue Code Section 501(c)(3) and are public charities under Code Section 509(a). Accounts are set up using the same investment offerings advisors and clients use for personal investments.

Speakers:
Eric Burkhardt - AssetMark
Ed Pope - City National Rochdale
Scott Nance - Impact Assets


Tigard, OR
November 14, 2018
12:00 PM - 1:30 PM

Game-Changing Technology - Strategist Spotlight: Dimensional Fund Advisors

Our technology can help you serve your clients faster and more easily. We have tools that will streamline your operations and bring portfolio performance to life, allowing you to focus on growing your business.

Our newest core market strategies put the financial science implemented by Dimensional Fund Advisors into portfolios designed by AssetMark. These portfolios incorporate Dimensional Fund Advisors' underlying investment philosophy and process, backed by rigorous academic research and strong connections to leading financial economists.

Speakers:
Dennis Keeley - AssetMark
Alexe Rodopoulos - AssetMark
Andrew Keiper - Dimensional Fund Advisors


Dunwoody, GA
November 15, 2018
11:30 AM - 1:00 PM

Positioning Your Practice for High-Net-Worth Investors - Spotlights: City National Rochdale & Impact Assets

City National Rochdale, one of the strategists available through AssetMark, is an investment management firm specializing in intelligently personalized portfolios for high-net-worth individuals, families and foundations with greater than $1 million in investable assets. Our personalized solutions are designed for clients desiring personalized portfolio management strategies that address their unique situation relative to investment objectives, tax sensitivities, income needs, or existing holdings with low cost basis or concentrated positions.

The AssetMark Giving Fund, sponsored by ImpactAssets (a nonprofit organization), is a tax-deductible donor-advised fund that enables your clients to make ongoing charitable contributions that can grow tax-free. Grants may be recommended to charitable organizations that are tax-exempt under Internal Revenue Code Section 501(c)(3) and are public charities under Code Section 509(a). Accounts are set up using the same investment offerings advisors and clients use for personal investments.

Speakers:
Eric Burkhardt - AssetMark
Ed Pope - City National Rochdale
Scott Nance - Impact Assets


Bellevue, WA
November 15, 2018
12:00 PM - 1:30 PM

High-Net-Worth Solutions and Practice Management - Spotlights: State Street Global Advisors & Beaumont Capital Management

Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.

High-net-worth investors prefer advisors who can deliver a complete approach to wealth. Learn how we can help you with strategies, solutions and services to attract and retain this highly-discerning market. Explore ways to expand your offering with custom investments, cash management, and wealth services that can deepen client engagement.

Beaumont Capital Management was formed in 2009 to deliver innovative and quantitatively-driven ETF strategies. Beaumont's wealth management practice has been investing for clients since 1981 under Beaumont Financial Partners.

Speakers:
Sara Paulson - Regional Consultant, AssetMark
Kevin Geary - Senior Business Development Consultant, AssetMark
James Mackiewicz - VP, Practice Management Consultant, AssetMark
Rob Barucci - VP, Regional Consultant, State Street Global Advisors
David Waluk - Regional Consultant, Beaumont Capital Management
Joshua Glazer - Regional Consultant, Beaumont Capital Management


West Des Moines, IA
November 27, 2018
9:30 AM - 3:30 PM CT

AssetMark Retirement Services and Practice Management

Discover how to differentiate yourself and expand your practice in a way that deepens client relationships. Our retirement offering was designed for advisors who work with small business owners. Providing full service and support, fiduciary protection, comprehensive investment choices, and competitive fees, we can help you build a retirement practice that drives business growth.

Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.


Sarasota, FL
November 28, 2018
8:00 AM - 9:30 AM ET

High-Net-Worth Solutions and Practice Management - Spotlights: State Street Global Advisors & Beaumont Capital Management

Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.

High-net-worth investors prefer advisors who can deliver a complete approach to wealth. Learn how we can help you with strategies, solutions and services to attract and retain this highly-discerning market. Explore ways to expand your offering with custom investments, cash management, and wealth services that can deepen client engagement.

Beaumont Capital Management was formed in 2009 to deliver innovative and quantitatively-driven ETF strategies. Beaumont's wealth management practice has been investing for clients since 1981 under Beaumont Financial Partners.

Speakers:
Sara Paulson - Regional Consultant, AssetMark
Kevin Geary - Senior Business Development Consultant, AssetMark
James Mackiewicz - VP, Practice Management Consultant, AssetMark
Rob Barucci - VP, Regional Consultant, State Street Global Advisors
David Waluk - Regional Consultant, Beaumont Capital Management
Joshua Glazer - Regional Consultant, Beaumont Capital Management


La Vista, NE
November 28, 2018
9:30 AM - 3:30 PM CT

AssetMark Retirement Services and Practice Management

Discover how to differentiate yourself and expand your practice in a way that deepens client relationships. Our retirement offering was designed for advisors who work with small business owners. Providing full service and support, fiduciary protection, comprehensive investment choices, and competitive fees, we can help you build a retirement practice that drives business growth.

Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.


Naples, FL
November 28, 2018
12:00 PM - 1:30 PM ET

Positioning Your Practice for High-Net-Worth Investors

High-net-worth investors prefer advisors who can deliver a complete approach to wealth. Learn how we can help you with strategies, solutions and services to attract and retain this highly-discerning market. Explore ways to expand your offering with custom investments, cash management, and wealth services that can deepen client engagement.

Speakers:
Anthony DiRito - Senior Regional Consultant, AssetMark
Brian Fitzgerald - Senior Investment Consultant, Clark Capital Management


Burlington, MA
November 28, 2018
12:00 PM - 1:30 PM ET

AssetMark Retirement Services and Practice Management

Discover how to differentiate yourself and expand your practice in a way that deepens client relationships. Our retirement offering was designed for advisors who work with small business owners. Providing full service and support, fiduciary protection, comprehensive investment choices, and competitive fees, we can help you build a retirement practice that drives business growth.

Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.


Weston, FL
November 28, 2018
4:00 PM - 5:30 PM ET

Grow Your Practice with AssetMark Retirement Services

Discover how to differentiate yourself and expand your practice in a way that deepens client relationships. Our retirement offering was designed for advisors who work with small business owners. Providing full service and support, fiduciary protection, comprehensive investment choices and competitive fees, we can help you build a retirement practice that drives business growth.


Weston, FL
November 28, 2018
4:00 PM - 5:30 PM ET

Practice Management

Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.

Speakers:
Alex Neckles - Regional Director Impact Assets
Brett Greenfield - Portfolio Manager, ESG & Values-Based Investing, AssetMark
Nikki Chuang - Business Development Consultant, AssetMark
Matt Liamero - Senior Regional Consultant, AssetMark


Rochester, NY
November 28, 2018
3:30 PM - 5:00 PM ET

AssetMark Retirement Services and Practice Management

Discover how to differentiate yourself and expand your practice in a way that deepens client relationships. Our retirement offering was designed for advisors who work with small business owners. Providing full service and support, fiduciary protection, comprehensive investment choices, and competitive fees, we can help you build a retirement practice that drives business growth.

Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.


Boca Raton, FL
November 29, 2018
8:00 AM - 9:30 AM ET

AssetMark Retirement Services and Practice Management

Discover how to differentiate yourself and expand your practice in a way that deepens client relationships. Our retirement offering was designed for advisors who work with small business owners. Providing full service and support, fiduciary protection, comprehensive investment choices, and competitive fees, we can help you build a retirement practice that drives business growth.

Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.


Palm Beach Gardens, FL
November 29, 2018
12:00 PM - 1:30 PM ET

Practice Management

Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.

Speakers:
Alex Neckles - Regional Director Impact Assets
Brett Greenfield - Portfolio Manager, ESG & Values-Based Investing, AssetMark
Nikki Chuang - Business Development Consultant, AssetMark
Matt Liamero - Senior Regional Consultant, AssetMark


Buffalo, NY
November 29, 2018
3:30 PM - 5:00 PM ET

Grow Your Practice with AssetMark Retirement Services

Discover how to differentiate yourself and expand your practice in a way that deepens client relationships. Our retirement offering was designed for advisors who work with small business owners. Providing full service and support, fiduciary protection, comprehensive investment choices and competitive fees, we can help you build a retirement practice that drives business growth.


Palm Beach Gardens, FL
November 29, 2018
12:00 PM - 1:30 PM ET

Strategist Spotlight - State Street & JP Morgan, ft. DoubleLine

Engage with strategists from the AssetMark platform, get your questions answered by industry professionals, and gain insights into the investment philosophies, people and trends behind the investments. Take advantage of this great opportunity to learn first-hand about these investment solutions.

JP Morgan Asset Management is the investment management division of JPMorgan Chase & Co. With more than 1,000 investment professionals in over 30 countries, JP Morgan Asset Management manages approximately $1 trillion spanning a range of asset classes. Their portfolios seek to diversify sources of return across market exposures and security selection.

Speakers:
Keith Stempel - Regional Consultant, AssetMark
Jack Montague - VP, Client Advisor, JP Morgan
John Ostrander - Product Specialist, DoubleLine Capital
Robert Spencer, CFA - Senior Portfolio Strategist, State Street Global Advisors


Westlake Village, CA
December 5, 2018
2:00 PM - 3:30 PM PT
For financial advisor use only.

IMPORTANT INFORMATION

This is for informational purposes only, is not a solicitation, and should not be considered investment or tax advice. This information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation alone cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. It is not possible to invest directly in an index.

Investments in mutual funds and exchange traded funds that hold equities, bonds, and other securities can decline significantly in response to adverse market conditions, company-specific events, changes in exchange rates, and domestic, international, economic, and political developments. Investments in bonds and fixed income related securities involve market and interest rate risk (prices can decline, if interest rates increase), and default risk (an issuer being unable to repay principal and interest). High-yield bonds are generally subject to greater risk of default than investment-grade bonds. Real estate investments are subject to credit and market risks, typically based on changes in interest rates and varied economic conditions. Investing in alternative investments, including managed futures, commodities, and currencies is not appropriate for all persons, as the risk of loss is substantial. Investments in futures involve market, counterparty, leverage, liquidity, interest rate, foreign currency, commodity, volatility, and other risks.

For more complete information about the various investment solutions available, including the investment objectives, risks and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact an AssetMark Consultant.

AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission. Aris and Savos Investments are divisions of AssetMark. GuideMark® and GuidePath® Funds are distributed by AssetMark Brokerage, LLC, member FINRA, an affiliate of AssetMark, Inc. AssetMark and third-party strategists are separate and unaffiliated companies.

©2018 AssetMark, Inc. All rights reserved.
C33113 | 08/2018 | EXP 06/30/2020