DACFP & PRIME TRUST PRESENT

WHAT’S NEXT FOR CRYPTO:
ADVISOR-MANAGED IRAs

MAY 24, 2022

Virtually every digital assets platform is designed for the DIY market; investors can only open individual taxable accounts. Now, 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. Advisors will be able to do block trading and rebalancing, integrate with Orion and Envestnet and other portfolio reporting systems – and most importantly, debit your quarterly fee based on your fee schedule. In this important event, you’ll see what’s coming next in crypto portfolio management, so you can prepare your practice for the next iteration of crypto’s evolution. Hosted by DACFP Founder Ric Edelman and featuring Sean Ristau, EVP of Prime Trust.

1 CFP CE credit
1 CFA PL credit
Investments & Wealth Institute® accepted this program 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

Sean Ristau

EVP

Prime Trust

MEET SEAN

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