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, practice management events and more that can help you grow your business, sharpen your strategy and develop lasting relationships with your clients.
What Advisors are Saying

"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

Gold Forum

AssetMark's premier event, held once a year in February, gives our Gold and Platinum advisors an exclusive, and interactive multi-day experience.

Advisors can network with their peers, gain insights and inspiration from our dynamic keynote speakers and learn about industry trends from thought leaders. Watch our video for a sneak peek of Gold Forum.

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
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

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

High-Net-Worth Solutions

High-net-worth investors prefer advisors who can deliver a complete approach to wealth management. Learn how AssetMark can help you with strategies, solutions and services to attract and retain these discerning clients.


Bellevue, WA
January 16
12:00 PM - 1:30 PM PT

Strategist Spotlight - Julex & DoubleLine

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 great opportunity to learn firsthand about these investment solutions.

Speakers:
Jeff Megar - Julex Capital
Matthew Baca - DoubleLine


Sarasota, FL - January 29
8:00 AM - 9:30 AM ET
Estero, FL - January 29
12:00 PM - 1:30 PM ET
Plantation, FL - January 29
4:00 PM - 5:30 PM ET
Boca Raton, FL - January 30
8:00 AM - 9:30 AM ET
Palm Beach Gardens, FL - January 30
12:00 PM - 1:30 PM ET

High-Net-Worth Solutions - Spotlight: Clark Capital

High-net-worth investors prefer advisors who can deliver a complete approach to wealth management. Learn how AssetMark can help you with strategies, solutions and services to attract and retain these discerning clients.

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 drive growth in your practice.

Speakers:
Anthony DiRito - Senior Regional Consultant, AssetMark
Brian Fitzgerald - Senior Business Development Consultant, AssetMark


Chestnut Hill, MA
January 30
12:00 PM - 1:00 PM ET

Managing your Portfolio with Confidence

Learn how we can support you, your business and your clients with an updated investment portfolio approach, investment strategies for a range of objectives and personalized consulting. AssetMark also provides technology and thought leadership to help you deliver more to your clients and drive growth in your practice.


Bellevue, WA - February 5
4:00 PM - 5:30 PM PT
Portland, OR - February 6
12:00 PM - 1:30 PM PT

Practice Management

Do you need help executing on your business goals or deciding where to start? Our Practice Management consultants can help you asses 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.

Speakers:
Dennis Keeley - AssetMark
Scott Bolin - AssetMark
Rico Casares - AssetMark



Glen Allen, VA - February 5
Raleigh, NC - February 6
Charlotte, NC - February 7
11:30 AM - 1:00 PM ET

Grow Your Practice with AssetMark Retirement Services

Retirement services can help you differentiate your practice and strengthen relationships with small business owners. AssetMark Retirement Services simplifies the acquisition and administration of small business retirement plans. Learn how to grow your practice with AssetMark Retirement Services.

Speakers:
Phil Manning - Sr. Regional Consultant, AssetMark
Brandon Laborde - Sr. Devlopment Consultant, AssetMark
Frank Hyan - AIF®, CRPS® - Retirement Consultant, AssetMark


Walnut Creek, CA - February 5
San Jose, CA - February 6
Roseville, CA - February 7
11:45 AM - 1:30 PM PT

WealthBuilder - Spotlight: Savos Investments

AssetMark's WealthBuilder delivers an advisor-guided online experience that can attract next generation clients or address clients with less complex needs. Learn how to build your business with WealthBuilder.

Savos Investments provides a range of investment solutions, from unique core market strategies to specialized fixed income investments, Savos can help you tailor a portfolio for your clients’ financial plans.

Speakers:
John Buchanan - AssetMark
Alexe Rodopoulos - AssetMark
Dennis Keeley - AssetMark


Brentwood, TN
February 12
11:30 AM - 1:00 PM ET

WealthBuilder & Guided Income Solutions

AssetMark's WealthBuilder delivers an advisor-guided online experience that can attract next generation clients or address clients with less complex needs. Learn how to build your business with WealthBuilder.

Speakers:
Alexe Rodopoulos - AssetMark
Dennis Keele - AssetMark


Atlanta, GA - February 13
Greenville, SC - February 14
11:30 AM - 1:00 PM ET

Grow Your Practice with AssetMark Retirement Services

Retirement services can help you differentiate your practice and strengthen relationships with small business owners. AssetMark Retirement Services simplifies the acquisition and administration of small business retirement plans. Learn how to grow your practice with AssetMark Retirement Services.

Speakers:
Keith Stempel - Regional Consultant, AssetMark
Frank Hayn - Retirement Consultant, AssetMark


Garden Grove, CA
February 19
11:30 AM - 1:00 PM PT

Grow Your Practice with AssetMark Retirement Services

Retirement services can help you differentiate your practice and strengthen relationships with small business owners. AssetMark Retirement Services simplifies the acquisition and administration of small business retirement plans. Learn how to grow your practice with AssetMark Retirement Services.

Speakers:
David Ford - Vice President, American Funds
Keith Stempel - Regional Consultant, AssetMark
Frank Hayn - Retirement Consultant, AssetMark


Westlake Village, CA
February 20
2:00 PM - 3:30 PM PT

High-Net-Worth Solutions

High-net-worth investors prefer advisors who can deliver a complete approach to wealth management. Learn how AssetMark can help you with strategies, solutions and services to attract and retain these discerning clients.


Scottsdale, AZ
February 21
10:00 AM - 1:00 PM MT
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