Events & Webinars

Regional Events

Fixed Income Solutions Featuring Clark Capital and American International Group

Building a Winning Business with AssetMark
Learn how AssetMark supports you, your business and your clients with an updated investment portfolio approach, investment strategies for a range of objectives and business consulting. Our technology and thought leadership can help you deliver more to your clients and drive growth in your practice.

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:
Brian Fitzgerald - Sr. Investment Consultant, Clark Capital
Troy Wells - Divisional VP, Retirement, AIG




Springfield, MA 
January 23
3:15pm - 5:30pm

American Funds and AssetMark

American Funds’ portfolios are designed with real-life investment objectives and built with mutual funds managed by American Funds and their Portfolio Oversight Committee. Learn about American Funds and how they can help your clients realize their financial goals.

Speakers:
Mick McCreesh - Sr. Vice President (PA/NJ), American Funds
Brian Casey - Sr. Vice President (MD), American Funds
Dylan Schlott - Sr. Regional Consultant, AssetMark


Cherry Hill, NJ
January 28
5:00pm - 6:30pm

Strategist Overview: American Funds

American Funds’ portfolios are designed with real-life investment objectives and built with mutual funds managed by American Funds and their Portfolio Oversight Committee. Learn about American Funds and how they can help your clients realize their financial goals.

Speakers:
Mick McCreesh - Sr. Vice President (PA/NJ), American Funds


King of Prussia, PA
January 28
12:00pm - 1:30pm

Lunch & Learn with AssetMark and William Blair

High-Net-Worth Solutions
High-net-worth investors prefer advisors who can deliver a complete approach to wealth management. Hear from strategists on our platform about the solutions and services available to attract and retain these discerning clients.


Strategist Spotlight – William Blair, Partnering with AssetMark, Inc.

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:
Russ Campion - Wealth Advisor, William Blaire
Shane Chareonchump - Regional Consultant, AssetMark




Harrisburg, PA
January 29
12:00pm - 1:30pm

Strategist Overview: American Funds

American Funds’ portfolios are designed with real-life investment objectives and built with mutual funds managed by American Funds and their Portfolio Oversight Committee. Learn about American Funds and how they can help your clients realize their financial goals. 


Speakers:
Brian Casey - Sr. Vice President (MD), American Funds



Lutherville-Timonium, MD
January 29
12:00pm - 1:30pm

Lunch & Learn: DoubleLine Group LP

Strategist Spotlight – DoubleLine Group LP
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:
Michael Begley - New England RC, AssetMark
Ted Hospodar - Product Specialist, Sub-Advisory, DoubleLine Group LP


Burlington, MA
January 30
12:00pm - 1:30pm

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