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.

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:

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

Sean Ristau

Miguel Kudry

CEO & Co-Founder

L1 Advisors

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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