DACFP & BLACKROCK PRESENT

2022: The Greatest Advisor Opportunity in 14 Years – if You Act Now

OCTOBER 20, 2022

Sure, 2022 has been a challenging year. Both stocks and bonds are down – which hasn’t happened since the Credit Crisis of 2008. That makes 2022 the best opportunity in 14 years for you to show your clients that you offer outstanding value!

That’s right! Mutual funds and ETFs will soon be issuing their annual capital gains distributions. And this year’s CGDs will be unusually high, due to portfolio turnover caused by 2022’s market volatility. This gives you a great opportunity to help your clients, reinforce your value!

How? By showing your clients how they can avoid capital gains taxes, using tax loss harvesting strategies. With year-end fast approaching, now is the time for you learn how to use these strategies, so you can convert 2022 into the best client retention and asset-gathering year you’ve had in more than a decade.

Join Ric Edelman for a special webinar with Michael Lane of BlackRock. They will show you how you can help your clients reduce their tax liabilities and increase client loyalty. This is a must-attend webinar! Join us on Oct 20 at 1pm!

1 CE credit is being applied for

Sponsored By:

iShares is a registered trademark of BlackRock, Inc. © 2022 BlackRock, Inc. All Rights Reserved.

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Sean Ristau

Michael Lane

Head of iShares U.S. Wealth Advisory

BlackRock

Sean Ristau

Daniel Prince

Head of iShares U.S. Wealth Advisory Product Consulting

BlackRock

Upcoming Events

The Data That Can Help You Determine Which Digital Assets To Consider for Your Portfolio
OCTOBER 11, 2023 | 1PM ET | WEBINAR
As an experienced financial advisor, you know that portfolio managers and analysts use key data sets and measurements to help them determine their investments in stocks, bonds and real estate.But did you know that similar analytic tools are now available for helping you select which digital assets to invest in?
>> FULL DETAILS

Capturing Yields in a High-Rate Environment with Bond ETFs
OCTOBER 24, 2023 | 1PM ET | WEBINAR
Bonds are back and once again delivering strong yields. Are you helping your clients take advantage of the highest bond returns in decades? This event will reveal the best opportunities in fixed income right now and give you the information you need to have about the economic outlook for your client conversations. Join Ric Edelman and PIMCO’s David Braun for this important and timely webinar.
>> 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

Past Events

What You Need To Know About Ethereum Futures ETFs
OCTOBER 3, 2023 | WEBINAR
We already have bitcoin futures ETFs. Now, get ready for Ethereum futures ETFs – based on the second-largest digital asset by market cap. Join Ric Edelman and Bitwise CIO Matt Hougan to learn how this ETF works, so you can effectively answer client questions and determine whether to add Ethereum to your clients’ portfolios. The crypto wave is building fast, and this webinar will give you the information you need about one of the newest opportunities in investment management.
>> WATCH REPLAY

Are You Ready for a Bitcoin ETF?
AUGUST 8, 2023 | WEBINAR
Some of the most prominent asset managers in the country–including BlackRock, Fidelity, ARK, WisdomTree, Invesco Galaxy, Bitwise and a few others–have filed applications to launch bitcoin ETFs. Are you ready to respond to client questions? In this one-hour webinar, Bitwise CIO Matt Hougan joins Ric Edelman to explain what every financial advisor and investor need to know.
>> WATCH REPLAY
The Potential for AUM Growth Through Crypto SMAs
JULY 12, 2023 | WEBINAR
Financial advisors are increasingly shifting client assets to Separately Managed Accounts. Now, crypto SMAs are available to financial advisors. Discover how crypto SMAs work, how to gain access to crypto SMAs, and how you can use them to increase your AUM.
>> WATCH 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