Events & Webinars

Explore new strategies for managing your practice and strengthening client relationships. Every year AssetMark hosts over 60 events, including local interactive workshops, content-rich webinars, business consulting events and more that can help you grow your business, sharpen your strategy and develop lasting relationships with your clients.

Women's Summit

Designed to energize, inspire and connect the community of women in our industry, this annual event provides an opportunity to interact with your peers, gain insights from acclaimed speakers and industry professionals, and meet with members of AssetMark's Executive and Business Consulting teams.

Join us to explore strategies for building your business and be a part of our efforts to support diversity in the financial services industry so that we may create a more welcoming environment for both advisors and investors interested in financial planning.
Women's Summit

Gold Forum

AssetMark's premier event gives our Gold and Platinum advisors an exclusive, interactive multi-day experience.

Watch highlights from Gold Forum 2019, featuring stories of courage including State Street's fearless girl, Mt Everest summiter Jaime Clarke, the first female U.S. Air Force Thunderbird Nicole Malachowski, Kathleen Burns Kingsbury on breaking money silence, Olympic gold medalist Julie Foudy on the power of "we" and more.
Gold Forum 2019

AssetMark Advantage

AssetMark Advantage
At our AssetMark Advantage meetings held in May and October, advisors have an opportunity to learn what's new at AssetMark. This meeting showcases our approach to investing and the solutions we provide that can help you build your business.

Gain insights from our investment strategists, participate in hands-on demonstrations of our technology and hear from peers and industry leaders. Discover strategies to grow your business, stay competitive and better serve your clients.

Premier Advisor Meetings

Customized for our Premier Advisor level advisors, these events are hosted twice per year and continually evolve to meet advisors' needs. Attendees at our January series will explore digital income solutions that are designed to make income distribution easy. Advisors will learn about AssetMark's newest products and recently developed high-yield cash enhancements featuring competitive yields and protection for high-net-worth clients. Our strategists will also be in attendance to share their perspectives for the year, including insights on what's causing current market volatility and ideas to help manage client expectations. A second series will be held in September.
Premier Consultant Meetingsl

Investment Mastery

Investment Mastery
Investment Mastery is designed to help you deepen your investment knowledge and portfolio construction techniques. Hosted twice a year in April and November, this hands-on, portfolio construction boot camp gives you the chance to learn directly from our investment team and the strategists on our platform.

Join your peers for a master class on AssetMark's strategists, investment solutions and the technology that helps you articulate it all clearly to your prospects and clients.

Regional Events

Income Planning for Retirement

Guided Income Solutions
Income replacement is a critical need when it’s time for your clients to retire, and planning for retirement income can be complex. Guided Income Solutions are easy-to-use, easy-to-understand, end-to-end solutions that convert your clients' savings into ongoing, predictable "paychecks".

Clark Capital Management Group specializes in unique fixed income solutions and custom portfolios that are designed for your clients’ unique needs. Learn how Clark Capital can help you and your clients with the "Income Planner".

Michael Cole - Clark Capital
Kezia Samuel - AssetMark
Dennis Keeley - AssetMark
Alexe Rodopoulos - AssetMark

Greenville, SC - October 9
3:30pm - 5pm ET
Mount Pleasent, SC - October 10
4pm - 6pm ET

Savos Personal Custom Portfolios

Learn more about the new Savos low minimum, custom portfolios in a fun, casual setting. Your clients can enjoy a personalized investment experience with portfolios combining the best of Savos stock and bond strategies, designed to help reach their personal goals.

Scott Bolin - AssetMark
Dennis Keeley - AssetMark
Brandon Bastuba - AssetMark

Richmond, VA - October 15
Raleigh, NC - October 16
Charlotte, NC - October 17
4pm - 6pm ET

AssetMark Operations Bootcamp

We will be hosting our happy hours with cocktails and hors d'oeuvres and lunch for our Syracuse meeting. You will get the chance to engage, network and share best practices with both AssetMark and your peers. Trish will be covering all the new operations technology as well as tips and tricks when using AssetMark website.
•    Service Experience
•    Operations & Service Strategy
•   Ensemble Relationship Management Team
•   Smarter Account Set Up
•   Tracking Center Notifications
•   Coming soon to AssetMark

Trish McGivern, New Advisor Relationship Manager - AssetMark

Rochester, NY - October 16
3:30pm - 5pm ET
Syracuse, NY - October 17
11:30am - 1pm ET
Albany, NY - October 17
4pm - 5pm ET

American Funds & AssetMark

American Funds has offered mutual funds to investors since 1931. AssetMark features portfolios that are constructed based on investment objectives, and managed by American Funds and their Portfolio Oversight Committee. This unique team approach oversees the underlying actively-managed funds, their allocations and the team of almost 200 investment professionals who contribute to the research and analysis on which the portfolios are built.

Max McQuiston - American Funds
Aaron Jones - AssetMark

Salt Lake City, UT - October 22
11:30am - 1pm MT

AssetMark Guided Income Solutions

Help Your Clients Retire Comfortably with AssetMark Guided Income Solutions
Join us & guest speaker Kezia Samuel, CAIA Chief Portfolio Strategist walking you through Guided Income Solutions so your clients can invest confidently and retire comfortably. AssetMark Guided income Solutions is a turnkey, end-to-end retirement solution designed to deliver a stable income flow to your clients.

Additional Features
•   Bucketing investment approach
•   Personalized withdrawal program
•   Cost-effective
•   Easy to use and understand
•   Flexible way providing income to your clients
•   Delivers a comfortable retirement your clients deserve

Tom Steinle, Senior Regional Consultant - AssetMark
Kezia Samuel, CAIA, Chief Portfolio Strategist - AssetMark

Farmingdale, NY - October 24
12pm - 2pm ET

American Funds & AssetMark

American Funds has offered mutual funds to investors since 1931. AssetMark features portfolios that are constructed based on investment objectives, and managed by American Funds and their Portfolio Oversight Committee. This unique team approach oversees the underlying actively-managed funds, their allocations and the team of almost 200 investment professionals who contribute to the research and analysis on which the portfolios are built.

Patrick Vance - American Funds
Aaron Jones - AssetMark

Scottsdale, AZ - October 30
11:30am - 1pm MT

AssetMark Tailgate: FL vs GA - RSVP by October 1

Please join us at our tailgate party on November 2nd at Metropolitan park to experience the gameday excitement of the legendary Florida-Georgia rivalry! Wear your colors to show your team spirit and we’ll take care of the rest. Enjoy pre-game festivities throughout the day and stay to watch the game from our tent with other top AssetMark advisors, and strategists from Savos, William Blair and Clark Capital.

Jacksonville, FL - November 2
9:30am - 3:30pm ET


Turbocharge Retirement Savings Using a Cash Balance Plan

Do you have clients who are high-wage business owners looking to accelerate their retirement savings and maximize tax deductions? Gain insights into strategies that are designed to help your business owner clients achieve these goals. 1CFP CE credit

Tunia Mycyk - Director, AssetMark Retirement Services
Frank Hayn AIF CRPS - Regional Retirement Consultant, AssetMark Retirement Services

Tuesday, October 8
1pm PT | 4pm ET

Empowering Your Team

A strong culture, built by defined roles and an efficient team, is critical to your human capital success. Examine organizational planning techniques to align roles with key business functions, structured onboarding processes, and how to ensure that team members are positioned for long-term success.

Brandon Kaplan - Business Consultant, AssetMark 

Tuesday, December 10
1pm PT | 4pm ET

"Every event I have ever attended from AssetMark is excellent in presentation, engagement level and content. I know I can count on the quality of their events to be top-notch regardless of the subject matter."

- Ron Banerjee, CFS, CLTC®, Voya Financial
For financial advisor use only.


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