DACFP & FIDELITY INVESTMENTS PRESENT

What to Consider When Contemplating Crypto for Client Portfolios

DECEMBER 6, 2022 | 2PM – 3PM ET

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Are you a financial advisor trying to decide whether to add digital assets to your clients’ portfolios? If so, this special event is for you.

In this webinar you’ll learn:

  • A fair and balanced analysis of crypto risks/rewards
  • The asset class’s sensitivity to inflation
  • Its potential use in client portfolios
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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:

Featured Speakers

Ric Edelman

Ric Edelman

Founder

DACFP

MEET RIC
Sean Ristau

Paul Ma, CFA

Vice President, Lead Portfolio Strategist

Fidelity Investments

MEET PAUL
Sean Ristau

Darby Nielson, CFA

Deputy Chief Investment Officer, Fidelity Institutional Wealth Adviser (FIWA)

Fidelity Investments

MEET DARBY
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“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