DACFP & CHOICE BY KINGDOM TRUST PRESENT

HOW TO INVEST IN DIGITAL ASSETS IN YOUR RETIREMENT ACCOUNT

JULY 13, 2021

22% of advisory clients own bitcoin and other digital assets, but only 3.5% hold it via their financial advisors. Learn how you can capture these assets while improving your clients’ experience – by showing them how they can invest in bitcoin and digital assets in a tax-efficient way using their retirement accounts!

In this enlightening webinar, you’ll learn more about the seamless process to open and manage retirement accounts for your clients – so you can buy, sell, and trade 20,000+ assets on their behalf.

Stop losing assets to outside providers. Attend this event and learn how to capture and retain client assets!

1 CFP CE credit was available
1 CFA PL credit was available
The Investments & Wealth Institute® accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
The Investments & Wealth Institute® accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Sponsored By:

Webinar Hosts:

Ric Edelman

Ric Edelman

FOUNDER

Digital Assets Council of Financial Professionals

Ryan Radloff

Ryan Radloff

CEO

Kingdom Trust

Upcoming Events

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

Crypto and Self-Custody: The Future of Wealth and Asset Management
MAY 23 | WEBINAR
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.
>> WATCH THE REPLAY
How Crypto Is Really Going to Change The World: 12 Real World Use Cases
APRIL 25 | 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.
>> WATCH THE REPLAY
“It’s become clear that blockchain and cryptocurrency are here to stay. DACFP is one of the few (maybe only?) organizations shedding light on this challenging topic in a manner designed for RIAs. Whether or not an advisor finds it appropriate for clients, simply being able to explain “what is bitcoin” places the advisor ahead of others. Thanks for bringing together authorities on the subject for the webinar. It was very educational.”

KEVIN BOURKE, CFP®, ChFC, advisor since 1987 and Author of Make Your Money Last a Lifetime™
Bourke Wealth Management
Santa Barbara, CA

“Like many, I initially dismissed bitcoin as an investment fad or a bubble. I viewed it like tech stocks in 1999 or real estate in 2005. The error I made was in not taking the time to understand the underlying technology, what it is, and how it may impact the world. When I saw DACFP offering a webinar, I immediately signed up. The information was useful and relevant. I signed up for DACFP’s certification program to continue my learning process. It would behoove everyone in the financial space to become literate in this new language of cryptocurrency. It has the power to change the world. ”

DANA ANSPACH, CFP®, RMA®, Kolbe Certified™ Consultant (6-5-8-2)
Founder and CEO
Sensible Money, LLC
Scottsdale, AZ