Crypto and Self-Custody: The Future of Wealth and Asset Management

MAY 23 | WEBINAR

Over 80% of US millennial millionaires are invested in crypto. 50% of them have over half of their net worth on-chain. With the recent failures of centralized crypto exchanges and lenders, as well as regulatory pressures on centralized custodians, crypto investors have been turning to self-custody as a way to protect their digital assets and remain the drivers of their portfolios. Many of those individuals work with financial advisors on their traditional asset portfolios, but given the lack of tooling and clarity around self-custody, advisors haven’t been able to incorporate those assets into their clients’ holistic financial picture, let alone advise on them.

In this webinar, we will introduce you to the world of crypto self-custody and all its benefits for advisors and clients. We will demystify working with clients on-chain, provide an overview of decentralized finance, and show advisors how to start advising and making recommendations to their clients directly on decentralized protocols in a completely non-custodial way.

Sponsored By:

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Sean Ristau

Miguel Kudry

CEO & Co-Founder

L1 Advisors

Upcoming Events

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!
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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.
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Past Events

Why Bitcoin Will Rise to $420,000
APRIL 24, 2024 | WEBINAR

It’s not a prediction. It’s simple arithmetic.

You’ve heard many crypto enthusiasts offer predictions about the future price of bitcoin. There’s typically some vague assertion that “bitcoin is the future of money” or “it’s a better store of value than gold.” Such statements are difficult (if not impossible) to quantify. So, join Ric Edelman for this clarifying webinar – where he ignores the passion of the Crypto Bros and instead combines basic facts with simple, realistic assumptions – and a little bit of simple arithmetic – to explain not only why bitcoin’s future price will exceed $420,000, but how you can easily use your own assumptions to arrive at your own calculation.

This webinar is essential for anyone who’s skeptical about bitcoin as well as those who want to learn how to easily explain the crypto phenomenon to clients.
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“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