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

How Crypto Is Really Going to Change The World: 10 Real World Use Cases
APRIL 25 | 2-3PM ET | WEBINAR
Crypto skeptics often complain that the only people buying digital assets are get-rich-quick scammers trying to make a fast buck. These skeptics fail to realize that crypto is on the cusp of transforming commerce, media, and your everyday life on a global scale. Virtually every industry can apply this innovative technology to help them operate their businesses faster, cheaper and safer – with greater transparency and inclusion.
>> FULL DETAILS
DACFP VISION 2023
JUNE, 2023 | AUSTIN, TX
Our hugely popular VISION conference returns in-person in 2023 with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION is specifically for financial professionals, giving you the core information you need about the blockchain and digital assets.
>> FULL DETAILS

Past Events

The Top 10: What’s Next for Crypto in 2023
FEB. 7, 2023 | VIRTUAL
Will the crypto winter thaw, leading to new all-time highs, or will things get even worse? In this one-hour webinar, Bitwise CIO Matt Hougan and DACFP Founder Ric Edelman will share the top ten trends for crypto that you can expect to see in 2023.
>> WATCH THE REPLAY
Does Tech Still Belong in Client Portfolios?
NOVEMBER 15, 2022 | VIRTUAL
The past 12 months have been bad enough for equities market, but it’s been far worse for the tech sector – raising real concerns about whether advisors should retain them in client portfolios. This timely event will help you evaluate the market, and provide you with messaging for client conversations. Ric Edelman and Invesco’s Ryan McCormack host this informative webinar.
>> WATCH THE 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