[FirstName],

Congratulations! You’ve achieved Gold Status.

You now have instant access to status-based benefits:

• Gold Forum
• Dedicated Senior Relationship Manager
• Elevated Business Consulting Services

And can access activity-based benefits, such as*:

• Absolute Engagement: A client survey tool
• MoneyGuide, RightCapital, or Voyant: Financial planning software
• Matching Program: Up to $2,500 in matching contributions for select services for the year

Check out your Benefits Dashboard to view the entire list of eligible benefits, complete growth activities, and request activity-based benefits.

Your achievement award is being elevated, so keep an eye out for your Gold block to add to your existing award.

Questions? Contact the Advisor Benefits team at AdvisorBenefits@AssetMark.com.

Sincerely,

AssetMark Advisor Benefits

* Subject to change and broker-dealer approval