DACFP & Franklin Templeton PRESENT

Living the Digital Life: The Coming Age of True Portfolio Personalization – and Empowerment

OCTOBER 12, 2022 | 2PM – 3PM ET

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The new capabilities enabled by blockchain and digital assets technology – known as Web3 – will lead to a golden era of personalization, with tremendous opportunities for financial advisors. Imagine not just fifteen or twenty asset classes, but fifteen or twenty thousand to choose from! Indeed, within the next decade, everything will be monetized – from houses to salaries to personal data. ETFs will be replaced by NFTs, creating unprecedented opportunities for you to craft truly unique, individualized personal portfolios for each and every client.

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.

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:

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Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

MEET RIC
Sean Ristau

Sandy Kaul

SVP, Digital Assets and Industry Advisory Services

Franklin Templeton

MEET SANDY
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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

“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