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, Founder - RIA Digital Assets Council
All three leading trade publications – Investment Advisor, RIABiz and InvestmentNews – have named Ric Edelman one of the most influential people in the financial planning and investment management profession.Ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s and among the Top 10 Wealth Advisors by Forbes, he’s in both Research magazine’s Financial Advisor Hall of Fame and Barron’s Hall of Fame. In 2017, Ric received the IARFC’s Lifetime Achievement Award.
Ric is the founder of the nation’s largest independent RIA, with 350 advisors in 170 offices nationwide, managing $230 billion for 1.2 million individuals and households. The firm is also the nation’s largest independent provider of advice to 401(k) plans, serving thousands of companies, including 150 of the Fortune 500. The firm is also ranked #1 for quality by Consumer Reports. He is the firm’s largest individual shareholder, serves on its board and remains actively engaged in the firm’s investment management and financial planning strategies.
Widely known in the financial services industry for his thought leadership, Ric founded the Funding Our Future Coalition with the Bipartisan Policy Center. With more than 50 academic, non-profit, corporate and think-tank members, it’s now the largest coalition ever formed that focuses on attaining financial security for all Americans. Ric was behind the creation of the first exponential technologies ETF and has been awarded two patents inventing a product that allows newborns to save for retirement.
Ric is also a leading financial educator and champion of improving financial literacy for all Americans. TALKERS magazine named him among the 100 Most Important Radio Talk Show Hosts in the country; his show has been on the air for nearly 30 years, currently airing on 80 stations coast-to-coast, and Ric is the only licensed financial advisor and one of just two weekend-only hosts on TALKERS’ “Heavy Hundred” ranking.
Ric has also produced award-winning specials for Public Television, and he’s a #1 New York Times bestselling author of 10 books on personal finance, including a best-selling children’s book on money.
Ric taught personal finance for 9 years at Georgetown University and currently is Distinguished Lecturer at his alma mater, Rowan University, which awarded Ric an Honorary Doctorate in 1999. In 2020, Rowan named its communications school the Ric Edelman College of Communication & Creative Arts.
Ric and his wife Jean live in Northern Virginia. They serve on a variety of nonprofit boards and are benefactors of the Edelman Center for Nursing at Inova Hospital Foundation, the Edelman Indoor Arena at Northern Virginia Therapeutic Riding Program, and Rowan University’s Edelman Planetarium and Edelman Fossil Park.
Ric Edelman
Founder
DACFP
Michael Lane – Head of iShares U.S. Wealth Advisory | BlackRock
Prior to joining iShares at BlackRock in 2018, Michael served as the Global Head of Strategic Retirement Initiatives at Dimensional Fund Advisors, responsible for the strategic development and global distribution of retirement solutions for one of the world’s premier asset managers. During his 14-year tenure at Dimensional, Michael played a range of leadership roles, including CEO of Dimensional SmartNest LLC, providing customized managed account solutions for defined contribution plans. He additionally worked in the office of the chairman as well as leading the development of the retirement, broker-dealer, bank and TAMP businesses. Prior to Dimensional, Michael served as a director of advisor services at TIAA-CREF.
Michael has published three books, including Secrets of the Wealth Makers, as well as a range of articles on financial planning and advisory practices. A member of the Carson Wealth FinServ Advisory Council, he is kicking off the FinServ Foundation’s Next-Gen program – an initiative that will focus on bringing diverse talent to the financial services industry.
An ’89 graduate of Binghamton University in New York, he serves as an Executive Committee member of the Binghamton University Foundation Board and received the Medal of Distinguished Service in 2019. As a former men’s tennis student-athlete at Binghamton, the tennis complex was renamed the “Lane Tennis Center,” based on his passion for the sport and involvement with the program.
Most importantly, Michael is a father of three, residing with his family in Austin, Texas.
Michael Lane
Head of iShares U.S. Wealth Advisory
BlackRock
Daniel Prince– Head of iShares U.S. Wealth Advisory Product Consulting | BlackRock
Daniel Prince
Head of iShares U.S. Wealth Advisory Product Consulting
BlackRock
Upcoming Events
SEPTEMBER 9, 2026
Crypto’s next bull market won’t look like the last one. Come learn why in this timely and important conversation with Ric Edelman and Bitwise Chief Investment Officer Matt Hougan. Together, they’ll show you the data that makes the case for where the next cycle is headed, and the five areas Matt believes will take crypto to the next level. Whether you’re already allocating to digital assets or still skeptical, you’ll get the clear, data-grounded framework to help you think about the next cycle and the forces most likely to drive it.JUNE 7-9, 2027
DACFP’s Crypto Convergence, formerly known as VISION, is the longest-running digital assets investment conference specifically for financial professionals and accredited investors. Chaired by Ric Edelman, Crypto Convergence 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.
Past Events
JULY 15, 2026
The case for owning the crypto market, rather than picking individual assets within it, has never been stronger. In this webinar, Ric Edelman and Hashdex Asset Management CIO Samir Kerbage will show you why you need to allocate to crypto this year – and how to do it. If you've been waiting for the right moment to invest in crypto, this is the conversation to join!JUNE 8-10, 2026
DACFP’s Crypto Convergence, formerly known as VISION, is the longest-running digital assets investment conference specifically for financial professionals and accredited investors. Chaired by Ric Edelman, Crypto Convergence 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.MAY 26, 2026
As digital assets become a strategic component of diversified portfolios, financial advisors need to be familiar with strategies beyond the single-asset crypto ETF. In this webinar, you’ll gain insights into crypto custody, yield, staking, trading, borrowing and lending – and discover the fastest growing financial products in the world that you can securely manage for your clients.
“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