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:

WATCH THE REPLAY

Webinar Hosts:

Ric Edelman

Ric Edelman

FOUNDER

Digital Assets Council of Financial Professionals

MEET RIC
Ryan Radloff

Ryan Radloff

CEO

Kingdom Trust

Meet Ryan

Upcoming Events

Living the Digital Life: The Coming Age of True Portfolio Personalization – and Empowerment
OCTOBER 12, 2022 | 2PM – 3PM | VIRTUAL
Come learn how Web3 will enable you to provide new levels of value to your clients, bringing enjoyment, benefits, and community into their lives. In this eye-opening event, you’ll discover how the management of your client’s life and their portfolio will merge, creating opportunities for new types of advisory services – and making obsolete the advisors who refuse or fail to adapt. Your journey building the advisory practice of the 2030s starts here.
>> REGISTER NOW

Past Events

Ethereum: Why The “Merge” is So Important
SEPTEMBER 16, 2022 | VIRTUAL
Join us for this special one-hour webcast, where Ric Edelman and Bitwise CIO Matt Hougan will reveal what the “Merge” means for Ethereum and holders of ETH – and how you can answer your clients’ questions about crypto’s second-largest asset.
>> WATCH THE REPLAY
Bitcoin Mining Virtual Event
JULY 20, 2022 | VIRTUAL
Hear from leading bitcoin miners and learn what mining is, how it works and the investment opportunities for you and your clients. We will explore the biggest misconceptions about mining – including energy waste and geopolitical risk – and discover the potential for renewable and fully sustainable mining operations.
>> WATCH THE REPLAY
MORE PAST EVENTS
“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