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

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® & Practice Management

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.

City National Rochdale specializes in creating portfolios for high-net-worth investors. Learn how City National Rochdale can customize portfolios and provide the kind of service your clients expect.

Speakers:
Frank Maggiora - Senior Regional Consultant, AssetMark
Andrew Keiper - Regional Director, Dimensional Fund Advisors
Julz Schwingler - Senior Investment Consultant, City National Rochdale



St. Louis, MO - March 14
10:00 AM - 3:00 PM CT

Building a Winning Business with AssetMark

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.

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.

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


Metairie, LA - March 18
Houston, TX - March 20
San Antonio, TX - March 21
Metairie, LA - April 23
Houston, TX - April 24
San Antonio, TX - April 25
11:30 AM - 1:30 PM CT

Strategist Spotlight - Clark Capital

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.

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:
Dennis Keeley - AssetMark
Alexe Rodopoulos - AssetMark
Glenn Dorsey - Clark Capital
Chris Culleny - Clark Capital
Michael Cole - Clark Capital


Atlanta, GA - March 20
10:00 AM - 2:15 PM ET

AssetMark MarketDimensions Portfolios ft. Dimensional Fund Advisors

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.

Speakers:
Andrew Keiper - Vice President, CFA, CFP, Dimensional Fund Advisors
Anthony DiRito - Senior Regional Consultant, AssetMark


Chestnut Hill, MA - March 26
12:00 PM - 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:
Aaron Jones - Senior Regional Consultant, AssetMark
Frank Hyan - AIF®, CRPS® - Regional Retirement Consultant, AssetMark


Boise, ID - March 26
11:00 AM - 1:00 PM GMT

Uncover Asset-Gathering Opportunities to Grow Your Business

Learn about unique, asset-gathering strategies of Retirement Learning Center (RLC), a third-party consulting firm. The program is designed to give insight, technical information and actionable implementation strategies to win new business. During this session you will learn how to identify hidden opportunities often missed by financial advisors and hear about some of the best practices that RLC has seen on increasing business.

Speakers:
John Carl - Retirement Learning Center
Nikki Chuang - Business Development Consultant, AssetMark
Matt Liamero - Senior Regional Consultant, AssetMark


Rochester, NY - March 27
Albany, NY - March 28
3:30 PM - 5:00 PM ET

Strategist Spotlight - JP Morgan

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.

Speaker:
Adam Bertapelle - Executive Director, JP Morgan


Bellevue, WA - April 18
12:00 PM - 1:30 PM PT

Practice Management & Strategist Spotlight

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

Speaker:
Jenn Gloss - AssetMark


San Jose, CA - April 23
9:30 AM - 2:30 PM PT
Walnut Creek, CA - April 24
9:30 AM - 2:30 PM PT
Sacramento, CA - April 25
9:30 AM - 2:30 PM PT

High-Net-Worth Solutions & Strategist Spotlights

City National Rochdale specializes in creating portfolios for high-net-worth investors. Learn how City National Rochdale can customize portfolios and provide the kind of service your clients expect.

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:
Michael Cole - Clark Capital
Ted Cox - City National Rochdale
Dennis Keeley - AssetMark


Raleigh, NC - April 30
11:30 AM - 1:00 PM ET
Greensboro, NC - May 1
11:30 AM - 1:00 PM ET
Charlotte, NC - May 2
11:30 AM - 1:00 PM ET

Trust Connections & Complete Cash Solutions

Having access to trust solutions can help you gain a competitive edge in your practice and set you apart from other advisors. Learn how AssetMark can help connect you and your clients with the trust services they need.

Effective cash management can be one of the services that sets you apart from the crowd. Hear how AssetMark can help support your clients’ unique goals with a range of cash solutions that address their short-term and long-term needs.

Speakers:
Aaron Jones - AssetMark
Bretty McAvoy - Clark Capital
Sean Withrow - Rochdale
Michael Flinn - BOK Financial


Salt Lake City, UT - May 1
10:30 AM - 1:00 PM MT

High-Net-Worth Solutions & Strategist Spotlights

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.

Speakers:
Rick Parker - Clark Capital
Carter Hatch - Clark Capital
Thomas Thibeault - William Blair
Dennis Keeley - AssetMark


Memphis, TN - May 7
11:30 AM - 1:00 PM CT
Jackson, MS - May 8
11:30 AM - 1:00 PM CT
Birmingham, AL - May 9
11:30 AM - 1:00 PM CT

MarketDimensions & Strategist Spotlight: Rochdale

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.

City National Rochdale specializes in creating portfolios for high-net-worth investors. Learn how City National Rochdale can customize portfolios and provide the kind of service your clients expect.

Speakers:
Daniel Sharplin - Dimensional Funds
Martin Sobolewski - City National Rochdale


Bellevue, WA - May 8
12:00 PM - 1:30 PM PT
Tigard, OR - May 9
12:00 PM - 1:30 PM PT

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 - June 11
12:00 PM - 1:30 PM PT
Tigard, OR - June 12
12:00 PM - 1:30 PM PT
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

Webinars

Leveraging Technology

It can be challenging to effectively balance client obligations and business development. Learn how to create consistency, manage capacity, and drive overall efficiency through leveraging people, processes, and technology.

Speaker:
Kirstyn Sampias - Practice Management Consultant, AssetMark 


Tuesday, May 14
1pm PT | 4pm ET

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 - Practice Management 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 - Practice Management Consultant, AssetMark 


Tuesday, December 10
1pm PT | 4pm ET
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