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REGIONAL ADVISOR WORKSHOPS
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Join us for an interactive meeting in your area to help you grow your business, sharpen your strategy and develop lasting relationship with your clients.
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Practice Management & Game-Changing Technology - RSVP
Indianapolis, IN
August 8, 2018 | 11:00 AM - 1:00 PM
Ironworks Hotel Indy, 2721 W 86th St, Indianapolis, IN 46240
Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.
Our technology can help you serve your clients faster and more easily. We have tools that will streamline your operations and bring portfolio performance to life, allowing you to focus on growing your business.
Speakers
Adam Schwartz - VP, Senior Regional Consultant, AssetMark
James Mackiewicz - VP, Senior Practice Management Consultant, AssetMark
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Practice Management & Game-Changing Technology - RSVP
Peoria, IL
August 9, 2018 | 11:00 AM - 1:00 PM
Jim’s Steak House, 110 SW Jefferson Ave, Peoria, IL 61602
Do you need help executing on your business goals or just deciding where to start? Our Practice Management consultants can help you conduct a business assessment to determine the estimated value of your firm, segment your clients, hone your value proposition and help you prepare for mergers and acquisitions. Gain access to resources and tools designed to help you optimize your business and ensure sustainable growth.
Our technology can help you serve your clients faster and more easily. We have tools that will streamline your operations and bring portfolio performance to life, allowing you to focus on growing your business.
Speakers
Adam Schwartz - VP, Senior Regional Consultant, AssetMark
James Mackiewicz - VP, Senior Practice Management Consultant, AssetMark
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Strategist Spotlight - American Funds - RSVP
Vancouver, WA
August 14, 2018 | 8:30 AM - 9:30 AM
The Heathman Lodge, 7801 NE Greenwood Dr, Vancouver, WA 98662
American Funds has offered mutual funds to investors since 1931. AssetMark features portfolios that are constructed based on investment objectives, and managed by American Funds and their Portfolio Oversight Committee. This unique team approach oversees the underlying actively-managed funds, their allocations and the team of almost 200 investment professionals who contribute to the research and analysis on which the portfolios are built.
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Strategist Spotlight - American Funds - RSVP
Tigard, OR
August 14, 2018 | 12:00 PM - 1:30 PM
McCormick and Schmick’s, 17015 SW 72nd Ave, Tigard, OR 97224
American Funds has offered mutual funds to investors since 1931. AssetMark features portfolios that are constructed based on investment objectives, and managed by American Funds and their Portfolio Oversight Committee. This unique team approach oversees the underlying actively-managed funds, their allocations and the team of almost 200 investment professionals who contribute to the research and analysis on which the portfolios are built.
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Strategist Spotlight - American Funds - RSVP
Renton, WA
August 15, 2018 | 8:30 AM - 9:30 AM
Hyatt Regency (Water’s Table), 1053 Lake Washington Blvd North, Renton, WA 98056
American Funds has offered mutual funds to investors since 1931. AssetMark features portfolios that are constructed based on investment objectives, and managed by American Funds and their Portfolio Oversight Committee. This unique team approach oversees the underlying actively-managed funds, their allocations and the team of almost 200 investment professionals who contribute to the research and analysis on which the portfolios are built.
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Strategist Spotlight - American Funds - RSVP
Bellevue, WA
August 15, 2018 | 12:00 PM - 1:30 PM
Ruth's Chris Steak House, 565 Bellevue Square, Bellevue, WA 98004
American Funds has offered mutual funds to investors since 1931. AssetMark features portfolios that are constructed based on investment objectives, and managed by American Funds and their Portfolio Oversight Committee. This unique team approach oversees the underlying actively-managed funds, their allocations and the team of almost 200 investment professionals who contribute to the research and analysis on which the portfolios are built.
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Building a Winning Business with AssetMark - RSVP
Brookfield, WI
August 21, 2018 | 11:30 AM - 1:00 PM
Fleming's Prime Steakhouse, 515665 W Bluemound Rd, Brookfield, WI 53005
Learn how we can support you, your business and your clients with an updated investment 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.
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Positioning your Practice for High-Net-Worth Investors - RSVP
Birmingham, AL
August 23, 2018 | 11:30 AM - 1:00 PM
Grille 29, 971 Brookwood Village, Birmingham, AL 35209
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.
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