DACFP & Franklin Templeton PRESENT

Living the Digital Life: The Coming Age of True Portfolio Personalization – and Empowerment

OCTOBER 12, 2022 | 2PM – 3PM ET

The new capabilities enabled by blockchain and digital assets technology – known as Web3 – will lead to a golden era of personalization, with tremendous opportunities for financial advisors. Imagine not just fifteen or twenty asset classes, but fifteen or twenty thousand to choose from! Indeed, within the next decade, everything will be monetized – from houses to salaries to personal data. ETFs will be replaced by NFTs, creating unprecedented opportunities for you to craft truly unique, individualized personal portfolios for each and every client.

Come learn how Web3 will enable you to provide new levels of value to your clients, bringing enjoyment, benefits, and community into their lives. In this eye-opening event, you’ll discover how the management of your client’s life and their portfolio will merge, creating opportunities for new types of advisory services – and making obsolete the advisors who refuse or fail to adapt. Your journey building the advisory practice of the 2030s starts here.

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

Sponsored By:

(Click to download)

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Sean Ristau

Sandy Kaul

SVP, Digital Assets and Industry Advisory Services

Franklin Templeton

Upcoming 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

Past Events

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