How To Invest in Digital Assets in Your Retirement Account

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.

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.

Webinar Hosts:

Ric Edelman

Ric Edelman


Digital Assets Council of Financial Professionals

Ryan Radloff

Ryan Radloff


Kingdom Trust

Meet Ryan

Sponsored By:

Upcoming Events

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.

Past Events

JUNE 8-9, 2022 | AUSTIN, TEXAS
Our hugely popular VISION conference returns in-person in 2022 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.
What’s Next for Crypto: Advisor-Managed IRAs
MAY 24, 2022
Get ready for what’s next: qualified custodians that allow financial advisors to open accounts on behalf of their clients, in just about any account registration you want – individual, joint, trust, TOD, UTMA, and even Deductible, Non-Deductible and Roth IRAs.
“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