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

AssetMark Advantage

Learn about our approach to investing and how our solutions can help you build your business. Dive into hands-on demos of our latest technology, meet the strategists on our platform and network with other advisors to compare ideas, challenges, and accomplishments.


September 18 - 27

Webinars

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

Practice Management and Networking Event

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:
Andrew Brick - The Bancorp Bank
Cindee Flinchbaugh - AssetMark Trust Services Manager
Nikki Chuang - Business Development Consultant
Matt Liamero - AssetMark Senior Regional Consultant


Rochester, NY
October 3, 2018
3:30 PM - 5:00 PM

AssetMark Product Launch: MarketDimensions and WealthBuilder

AssetMark MarketDimensions Portfolios:
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.

Building Wealth the WealthBuilder Way:
Streamline and scale your practice with WealthBuilder, AssetMark’s online investment and planning experience. Designed to offer your clients personalized advice combined with online convenience, WealthBuilder gives you the flexibility to meet clients where they currently are in life...and then take them where they want to go.

Speaker:
Eric Burkhardt - AssetMark Regional Consultant


Jacksonville, OR
October 4, 2018
12:00 PM - 1:30 PM

Practice Management and Networking Event

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:
Andrew Brick - The Bancorp Bank
Cindee Flinchbaugh - AssetMark Trust Services Manager
Nikki Chuang - Business Development Consultant
Matt Liamero - AssetMark Senior Regional Consultant


Albany, NY
October 4, 2018
3:30 PM - 5:00 PM

AssetMark MarketDimensions Portfolios

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.

Speaker:
Matt McCreary - Dimensional Funds 


Metairie, LA
October 16, 2018
11:30 AM - 1:30 PM

AssetMark MarketDimensions Portfolios

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.

Speaker:
Matt McCreary - Dimensional Funds 


Houston, TX
October 18, 2018
11:30 AM - 1:30 PM

AssetMark MarketDimensions Portfolios

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.

Speaker:
Matt McCreary - Dimensional Funds 


San Antonio, TX
October 23, 2018
11:30 AM - 1:30 PM

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:
Keith Stempel - Senior Regional Consultant, AssetMark
Bill Melka - Investment Management, William Blair
Damian Eckstein - External Consultant, American Funds
David Ford - External Consultant, American Funds
Michael Flinn - National Sales Manager of Advisor Trust Services, BOK Financial
Allison Cebe - Residential Mortgage Banker, BNY Mellon
Frank Mineghino - Private Banking Advisor, BNY Mellon


Torrance, CA
November 6, 2018
10:00 AM - 1:30 PM

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:
Keith Stempel - Senior Regional Consultant, AssetMark
Bill Melka - Investment Management, William Blair
Damian Eckstein - External Consultant, American Funds
David Ford - External Consultant, American Funds
Michael Flinn - National Sales Manager of Advisor Trust Services, BOK Financial
Allison Cebe - Residential Mortgage Banker, BNY Mellon
Frank Mineghino - Private Banking Advisor, BNY Mellon


Garden Grove, CA
November 7, 2018
10:00 AM - 1:30 PM
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