The Remarkably Easy Way to Allocate to Blockchain and Digital Assets

DECEMBER 2, 2021

As digital assets become mainstream, more and more investment opportunities become available to access the asset class. In this 1-hour webinar, you’ll learn

  • A surprisingly easy, diversified approach for investing in blockchain and digital assets – fully compliant and already approved by your firm
  • How to give your clients exposure to patents and trademarks via Balance Sheet Investing
  • How to retain clients and win new AUM

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.

Sponsored By:


Featured Speakers

Ric Edelman

Ric Edelman


Digital Assets Council of Financial Professionals

Ryan McCormack

Ryan McCormack

Factor and Core Equity Strategist
ETFs & Indexed Strategies



“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