Save the Date for AssetMark: Impact Assets – Donor Advised Funds

Tuesday, September 28 at 1:00 pm ET

The ImpactAssets Donor Advised Fund with AssetMark is an innovative donor advised fund that empowers your clients to help maximize their social and environmental impact by aligning impact investments with their philanthropic goals. Please join us to learn about this valuable and sought after solution for your clients’ charitable giving goals.

Presented by Kris Morrison, Engagement Officer at Impact Assets

Click here to register.

TCTC123285(0921)1

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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

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Save the Date for AssetMark: Impact Assets – Donor Advised Funds

Previous PostReport Retention Update in My View Portal

Next PostImportant Reminder: Brokerage Account Paper Statement Fee will be Reflected on 9/30/21 Account Statements