We hope you felt right at home along the river and enjoyed a classic Southern escape.
AssetMark Elite Platinum Summit Event

[FirstName],

We hope you felt right at home along the river at Montage Palmetto Bluff for Elite Platinum Summit! We enjoyed rolling out our version of Southern hospitality as we covered industry trends, best practices, and AssetMark platform enhancements that can create longevity in your business and strengthen client relationships.

We’d love to hear what you liked best and how we can make future events even more valuable for you. Please take a few minutes to provide feedback.

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Next year, it’s all about coastal Californian comfort at the Ritz-Carlton Bacara in Santa Barbara. Mark your calendars for September 3–6, 2025.

Best regards,

Michael Kim

Michael Kim

President and Chief Executive Officer

AssetMark

We thank all our sponsors for their generous contributions!

Platinum Summit 2024 - Sponsors
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6945998.1 | 08/2024 | EXP 08/2026
EM1 16571 PLT ELT