DACFP & PRIME TRUST PRESENT

WHAT’S NEXT FOR CRYPTO:
ADVISOR-MANAGED IRAs

MAY 24, 2022

Virtually every digital assets platform is designed for the DIY market; investors can only open individual taxable accounts. Now, get ready for what’s next: qualified custodians that allow financial advisors to open accounts on behalf of their clients, in just about any account registration you want – individual, joint, trust, TOD, UTMA, and even Deductible, Non-Deductible and Roth IRAs. Advisors will be able to do block trading and rebalancing, integrate with Orion and Envestnet and other portfolio reporting systems – and most importantly, debit your quarterly fee based on your fee schedule. In this important event, you’ll see what’s coming next in crypto portfolio management, so you can prepare your practice for the next iteration of crypto’s evolution. Hosted by DACFP Founder Ric Edelman and featuring Sean Ristau, EVP of Prime Trust.

1 CFP CE credit
1 CFA PL credit
Investments & Wealth Institute® accepted this program for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications

Sponsored By:

Featured Speakers

Ric Edelman

Ric Edelman

FOUNDER

DACFP

Sean Ristau

Sean Ristau

EVP

Prime Trust

Upcoming Events

Bitcoin, Ethereum – or Both? How to Make an Informed Crypto Allocation Decision
SEPTEMBER 5, 2024 | VIRTUAL

Now that spot Ethereum ETFs are on the market alongside spot bitcoin ETFs, the big question is how to allocate between them. In this webinar, you’ll discover their similarities and differences, their respective risk/reward profiles, and more – helping you make effective decisions for your clients.
>> FULL DETAILS

Past Events

Double VISION
JUNE 17-30, 2024 | VIRTUAL

Watch the VISION Crypto Conference sessions online — and earn up to 10.5 CE credits. If you missed VISION 2024, here’s your chance to view all the sessions from the premier crypto conference for financial advisors, RIA firms and accredited investors. For two weeks only, enjoy exclusive online replays of VISION 2024 through June 30. Get the latest from Michael Saylor, Former CFTC Chair Chris Giancarlo, U.S. Rep. Wiley Nickel of the House Financial Services Committee, Brookings Institution’s Ben Harris, Urban Institute’s Donald Marron and leading pension fund manager Katherine Molnar and so many more experts!
>> FULL DETAILS

VISION 2024
JUNE 2-4, 2024 | AUSTIN, TX

VISION is the longest-running digital assets investment conference specifically for financial professionals. Chaired by Ric Edelman, VISION provides cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. You get the information you need about crypto to attract new clients and AUM.
>> FULL DETAILS

Introducing The Spot Ethereum ETFs
MAY 30, 2024 | WEBINAR

The new spot ETH ETFs will begin trading in a matter of weeks. This event will tell you what you need to know about them – whether to use them, how to decide which of the 8 funds to use, which clients to recommend them to, how much to allocate – and how to use relative to the spot bitcoin ETFs. Your questions answered, too!
>> FULL DETAILS and REPLAY

“In my 34 years as an advisor, I’ve attended many educational events. This was easily one of the best and most useful.”
Kevin Bourke, President
Bourke Wealth Management

Event was fantastic, lots of info. Really opened my eyes to the legitimacy of digital assets.
Stan Emery, IAR
Cambridge Investment Research

“The content was eye-opening. Thank you! It’s rare for me to get this much insight from a single conference.”
Michael Dunne, Financial Advisor
Cereus Financial Advisors, LLC

“Really excellent content! Thank you for doing this.”
Diane Weyrick, Advisor
DWM Financial, LLC

“Great presentation. Quality panels.”
Robert Dwyer, CIO
Chancellor Financial

“Excellent program. Well organized…awesome presenters and information. Well done!”
John Davis, Executive Director
Edelman Financial Engines