Join ESI and AssetMark
Topic: (Re)Introducing AssetMark Self-Directed Brokerage Account
June 23rd, 2026
2:00 PM ET
Register Here
What if you could help clients manage one of their largest assets—their workplace retirement plan—before retirement?
Join us for an exclusive webinar on AssetMark’s Self-Directed Brokerage Account (SDBA) solution and discover how advisors are expanding their share of wallet, deepening client relationships, and creating new referral opportunities by delivering advice directly inside eligible employer-sponsored retirement plans.
In This Webinar You’ll Learn:
✅ How to access and manage eligible 401(k), 403(b), and retirement plan assets before a rollover event
✅ Why an estimated $4.8 trillion of retirement assets may be available through SDBA programs
✅ How AssetMark’s new SDBA Simplified solution helps address common advisor challenges, including compensation, reporting, and implementation
✅ Practical strategies to:
– Increase share of wallet with existing clients
– Generate referrals within employer groups
– Transition existing SDBA relationships to a more streamlined solution
✅ Real-world conversation starters that can help uncover retirement plan opportunities with your current clients
TC8980189(0626)1
