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Retirement Reset: What you need to know about Social Security

Are you planning on retiring early or to work a bit longer? Join us to hear how your working years may impact your Social Security Benefit and claiming strategies. Mary Beth Franklin, a well-known expert on Social Security, will present practical knowledge and tips you can use to maximize your benefits and plan for a comfortable retirement.

Driving Growth through Exceptional Client Experience

Join our Business Consulting webinar and learn four simple strategies to help you retain clients and grow your business, including:

• Enhancing overall satisfaction through the client feedback process
• Effectively introducing referral conversations with clients
• Leveraging client data and intel to anticipate client needs and create more compelling communication
• Delivering industry and social content virtually to build brand identity and attract new clients

Serve the Unique Needs of High-Net-Worth Clients with
CIBC Custom Portfolios

Learn firsthand from David Donabedian, CIBC Private Wealth Chief Investment Officer, about new CIBC Custom Portfolios, exclusively available on the AssetMark platform in November. Hear how CIBC's custom portfolio construction and active investment approach can help you provide solutions uniquely tailored to high-net-worth clients' needs.

Service Series: Top Year-End Service Tips

Don’t miss your chance to learn about what’s new and upcoming at AssetMark! Join us as we share insights and best practices to help make your office more efficient so you can serve more clients. This quarter, we’ll cover:

- New proposal process
- eSignature verification update
- Online broker-dealer approval
- New to AssetMark, CIBC Custom Portfolios
- MoneyGuide Pro integration (coming soon)
- Tips to avoid delays in year-end Tracking Center items

Our Service Series webinars are designed with your specific operational needs in mind. Come spend an hour with us now, so you can save time later!

Q3 Market Overview

Get the latest on Q3 market performance in this session designed especially for investors. Hear about the drivers and detractors from Kezia Samuel in this client-friendly presentation

Guided Portfolio Solutions

Tune in to see how GPS responded to market changes and hear up-to-date information about how the GPS portfolios are positioned going forward.

Quarterly Investment Review

2020 continues to be very different than past years. Hear the key Q3 investment themes and ideas to help your clients meet their goals.

Quarterly Market Insights

Get a high level overview of Q3 markets - whether by sector, asset class or size - in 30 minutes or less!

A View from the Hill; Elections and Markets

Join Washington, D.C. insiders who will share their non-partisan perspectives based on their time in the White House and the U.S. House of Representatives. They will share insights into how the elections may influence the markets and current areas of legislative importance to financial plans. Decisions that happen at the federal level can often directly impact important issues affecting both investors and financial planners.

How to Stay Face to Face and Build Trust Virtually

What can you do to stay connected with clients when you can’t meet in person and another virtual meeting just won’t cut it? Learn an easy way to stay in front of clients and prospects with a different kind of digital communication. See how to easily create and send personalized video email messages that can help you build trust virtually, enhance service, and earn referrals.

Prospecting and Winning 401(k) Plans

Up your game on finding prospects, uncovering needs, making presentations, and winning 401k plan business. Learn about lead generation, articulating your value proposition, the consultative approach, and resources available to you. Gaining your share of the retirement plan business is easier than you think (hint: you don’t have to go it alone).

Cash and Credit: Managing Both Sides of Clients’ Balance Sheets

Learn how managing your high net worth clients’ cash and credit needs can help you grow and retain business. Hear Tom Anderson, the author of “The Value of Debt” and David McNatt, AssetMark SVP Product Strategy, Development and Management, discuss offering credit and using cash to serve your clients’ unique needs.

Qualifies for 1 CFP CE Credit.

Demonstrating Client Leadership

As an accomplished author, speaker, CEO and Founder of Absolute Engagement, Julie Littlechild helps financial advisors use input from clients to uncover service, revenue and referral opportunities. Join us to learn about new research, conducted in March, that examines what clients are feeling right now, where they are challenged and what you need to deliver to support them and demonstrate real leadership.

Attendees will:
• Gain a deeper understanding of the drivers of “client self-confidence” and why it matters to both client and advisor
• Identify strategies to understand and address changing client needs
• Develop a plan to re-focus client conversations that drive deeper engagement and increased loyalty

Accepted for 1 CFP Board and IWI CE credit.

What Now for Small Business? How to Get Unstuck

How can small business owners recover from recent events? Hear renowned small business expert, Barry Moltz, talk about the challenging road to recovery and give advice on how business owners can re-imagine their businesses and bounce back in the post-COVID19 economy.

Preview PortfolioReview and Client Investment Proposal

Watch the live demo to learn how our digital tools can help you transform and expand your practice!

PortfolioReview: New! Designed with dynamic reporting metrics, PortfolioReview can help you gather more client assets– while showing prospects your competitive advantage. PortfolioReview gives you what you need to know - right when you need to show it!

Client Investment Proposal: Newly enhanced in an easy-to-understand format, Client Investment Proposal provides personalized financial analysis and investment recommendations. Customize the features based on what you want to show – then print what you want to share!

Get in the know now - before these exciting launches are live!

What's Up with the Stock Market?

Hear Kezia Samuel discuss the drivers and detractors of Q2 market performance and what investors should be thinking about in the upcoming quarter.

Invite your clients and join us for this exclusive webinar!

Five Keys to Becoming a Digital Presentation Superstar

Join us for this highly engaging webinar where you will learn the Five Keys to Becoming a Digital Presentation Superstar! Our panel of digital engagement experts will share best practices which will help you deliver more effective, more engaging digital presentations that create value for your audience and help you achieve your desired business outcomes.

Guided Income Solutions

Join in to hear the Guided Income Solutions (GIS) team explain how GIS delivers stable, steady payments to your clients. The team will also discuss how funds performed during the quarters, as well as how the GIS bucketing strategy navigates market volatility.

Planning for Healthcare in Retirement

The confidence of knowing your clients’ health care is covered is one of the most valuable things you can help them take into retirement. Hear insights from Fidelity into creating a health care plan that will meet your clients’ needs for their retirement plan. Open to clients.

Qualifies for 1 CFP CE credit.

Quarterly Investment Review

2020 continues to be very different than past years. Hear the key Q2 investment themes and ideas to help your clients meet their goals.