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

The Top 10: What’s Next for Crypto in 2023
FEB. 7, 2023 | 3-4PM ET | VIRTUAL
Will the crypto winter thaw, leading to new all-time highs, or will things get even worse? In this one-hour webinar, Bitwise CIO Matt Hougan and DACFP Founder Ric Edelman will share the top ten trends for crypto that you can expect to see in 2023.
>> REGISTER NOW
DACFP VISION 2023
JUNE, 2023 | AUSTIN, TX
Our hugely popular VISION conference returns in-person in 2023 with cutting-edge educational content and actionable ideas from leading investors and industry thought leaders. Chaired by Ric Edelman, VISION is specifically for financial professionals, giving you the core information you need about the blockchain and digital assets.
>> FULL DETAILS
MORE UPCOMING EVENTS

Past Events

Does Tech Still Belong in Client Portfolios?
NOVEMBER 15, 2022 | VIRTUAL
The past 12 months have been bad enough for equities market, but it’s been far worse for the tech sector – raising real concerns about whether advisors should retain them in client portfolios. This timely event will help you evaluate the market, and provide you with messaging for client conversations. Ric Edelman and Invesco’s Ryan McCormack host this informative webinar.
>> WATCH THE REPLAY
The FTX Saga: What it Means for Crypto
NOVEMBER 11, 2022| VIRTUAL
FTX, one of the world’s largest crypto exchanges, collapsed in just 72 hours, wiping out $30 billion in value and causing a cascading decline in the value of all digital assets.In this urgent webinar, DACFP Founder Ric Edelman and Bitwise CIO Matt Hougan explain what happened, what will happen next, and what this means long-term for crypto. They’ll also tell you what to say to clients who express concern – or curiosity – about the news.If you want to stay on top of the latest in crypto, this is a must-see webinar!
>> 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