A 50% drawdown can rattle even experienced investors – so how should advisors be talking to clients about this moment in the crypto market?
Join Ric Edelman and Grayscale Head of Wealth Management Matt Murphy to learn what history reveals about past crypto winters and how you can turn this one into a strategic opportunity that benefits both your clients and your practice.
You’ll get the knowledge you need to coach clients during periods of volatility – and you’ll explore such strategies as tax-loss harvesting, covered calls and in-kind transfers that let you reposition client holdings without triggering taxable gains. Matt will also reveal their rationale for specific opportunities, including HYPG, ZCSH and others. Given today’s pricing, this event offers you a rare opportunity to provide real value to your clients.
For the live webinar only:
1 CFP CE credit/1 CFA Institute PL credit
Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
About the Speakers
About the Sponsor
Grayscale has specialized in crypto since 2013. With over a decade of experience, we lead the industry in building crypto investment products and helping investors navigate this evolving asset class. As crypto markets have evolved, Grayscale has grown alongside it, becoming a leading partner to investors as they navigate and deploy capital into this growing asset class.
Upcoming Events
JUNE 7-9, 2027