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 Consultant Meetings

Customized for our Premier Consultant 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

Build a Better Business with AssetMark's PortfolioEngine®

Portfolio construction really is a spectator sport! PortfolioEngine, AssetMark’s portfolio visualization tool, was completely remodeled this year. Learn how PortfolioEngine can help you develop portfolios, and help your clients understand what may happen during different market environments.


Atlanta, GA - August 27
4:00 PM - 6:00 PM ET
Nashville, TN - August 28
3:30 PM - 5:30 PM CT

Strategist Spotlight - Clark Capital & American Funds

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


Dallas, TX -August 27
11:30 AM - 1:00 PM CT
Austin, TX -August 28
11:30 AM - 1:00 PM CT

Game-changing Technology

Compelling technology is more than a well-designed interface; AssetMark has solutions to real-life issues. See how AssetMark's technology can help you streamline your practice, attract new clients, and bring portfolio performance to life.


Indianapolis, IN - August 20
11:00 AM - 1:30 PM ET

Strategist Spotlight - American Funds

AssetMark features portfolios that are based on investment objectives and built with mutual funds managed by American Funds and their Portfolio Oversight Committee. Get to know the American Funds story, at AssetMark.

Speakers:
Carl Platou - Capital Group
Joe Nicolazzo - Capital Group
Kawika Malama - Prudential


Bellevue, WA - August 20
Tigard, OR - August 21
12:00 PM - 1:30 PM PT

MarketDimensions Portfolios ft. Dimensional - California

MarketDimensions Portfolios put the financial science implemented by Dimensional Fund Advisors into portfolios designed by AssetMark. Available in both standard and tax-sensitive versions, these portfolios provide lower-cost, tax-efficient core market strategies for the various stages of your clients' financial plans.


San Jose, CA - August 13
Walnut Creek, CA - August 14
Sacramento, CA - August 15
11:45AM - 1:30 PM PT

MarketDimensions Portfolios ft. Dimensional - North Carolina

MarketDimensions Portfolios put the financial science implemented by Dimensional Fund Advisors into portfolios designed by AssetMark. Available in both standard and tax-sensitive versions, these portfolios provide lower-cost, tax-efficient core market strategies for the various stages of your clients' financial plans.

Speaker:
Todd Reesing - Dimensional Fund Advisors


Charlotte NC - August 13
8:30 AM - 10:30 AM ET
Charlotte NC - August 13
11:00 AM - 1:00 PM ET

Business Consulting & Strategist Spotlight

Do you need help executing your business goals or deciding where to start? Our Business Consultants can help you assess your business, estimate the value of your firm, segment your clients, hone your value proposition and prepare for mergers and acquisitions. Learn about the resources and tools designed to help you optimize your business and ensure sustainable growth.

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


Metairie, LA - August 6
Houston, TX - August 7
San Antonio, TX - August 8
11:30 AM - 1:30 PM CT

Strategist Spotlight - JP Morgan & DoubleLine

JP Morgan Asset Management is one of the giants of investment management. Learn how JP Morgan investment solutions at AssetMark can deliver diversified growth opportunities in your clients' portfolios.

Speakers:
Aaron Jones - AssetMark
Sam Smith - JP Morgan
Bretty McAvoy - Clark Capital
John Ostrander - DoubleLine


Salt Lake City, UT - September 11
10:30 AM - 1:00 PM UT

High-Net-Worth Solutions ft. Clark Capital

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.

Clark Capital Management Group is an independent, boutique asset management firm focused on partnering with advisors to deliver client-focused investment solutions. Their client-first approach combines a disciplined, objective-oriented investment approach with an outcome-oriented process to build either custom portfolios that meet the needs of your investors, or a quantitatively-driven approach to building unique fixed income strategies.

Speakers:
Chris Cullen - CIMA®, Chief Distribution Officer, Clark Capital
K. Sean Clark - CFA®, CIO, Clark Capital
Peter Eisenrich - Senior Client Portfolio Manager, Clark Capital


Scottsdale, AZ - September 12
10:00 AM - 2:15 PM MT

Webinars

Hosting Exceptional Client Reviews

Client Review meetings provide an opportunity to demonstrate your value to a client, yet many advisors do not have a formal, structured process in place. Uncover what clients perceive as value drivers and how to incorporate the findings. Learn what a client review process and framework should look like from start to finish.

Speaker:
Brandon Kaplan - Business Consultant, AssetMark 


Tuesday, August 20
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.

Speaker:
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.

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