JULY 13, 2021 | VIRTUAL WEBINAR | COMPLETED EVENT

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

FOUNDER

Digital Assets Council of Financial Professionals

Ryan Radloff

Ryan Radloff

CEO

Kingdom Trust

Sponsored By:

Upcoming Events

What You Need to Know About the New Spot Bitcoin ETFs
MARCH 5, 2024 | 2pm-3pm | WEBINAR

Collectively, these ETFs generated more AUM than any ETF launch in history—but what does it all mean for your clients, and for your practice? Join Ric Edelman and Bitwise CIO Matt Hougan to discover the impact and implications of these new ETFs on practice management, investment strategy and value-added client service. You’ll learn why SEC approval of the spot bitcoin ETFs is a historic event, how the market is reacting to them, how to understand the differences between them, what’s coming next in crypto ETFs—and much more.
>> FULL DETAILS

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.
>> FULL DETAILS

Past Events

How To Engage in Due Diligence of Digital Assets Managers, Products and Platforms
FEBRUARY 13, 2024 | WEBINAR | 1 CE CREDIT

Conducting due diligence is never easy – and it’s particularly complex when crypto is involved. In this vitally important webinar led by Ric Edelman, you’ll hear from Matthew Kolesky, Arbor Digital’s Co-Founder and Compliance Officer, and Alexander Nary, Head of BitGo’s HeightZero. You’ll discover what to look for – and what to avoid – when you’re conducting due diligence for crypto asset management platforms and managed crypto solutions for client portfolios.
>> WATCH THE REPLAY

Bitcoin ETF Breakthrough: What it means for investors
JANUARY 18, 2024 | WEBINAR
Live Webinar Only. No Replay | For Financial Professionals Only

The launch of spot bitcoin exchange-traded funds in the U.S. represents a convergence of bitcoin and traditional finance – making bitcoin more accessible to a wider range of investors.

Join Ric Edelman, along with BlackRock’s Jay Jacobs, US Head of Thematics and Alternative ETFs, and Robert Mitchnick, Head of Digital Assets, as they discuss the fundamentals of bitcoin and bitcoin ETFs.
>> FULL DETAILS

Answering the Top 10 Questions About the New Bitcoin ETFs
JANUARY 12, 2024 | WEBINAR

Spot bitcoin ETFs are here! What does their approval mean for investors? Join Ric Edelman and Bitwise CIO Matt Hougan as they answer your most pressing questions about the new spot bitcoin ETFs.
>> FULL DETAILS

“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