Cryptocurrency for Advisors | What Financial Planners Need to Know About Crypto & Digital Assets

Monday, December 6, 2021 12:00 p.m. ET / 9:00 a.m. PT 60 Minutes
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Other events in the Cryptocurrency Seminar Series:

December 7, 2021
Risk vs Reward: How should you think about cryptocurrencies and digital assets as part of a client’s portfolio?
Learn more→

December 8, 2021
Crypto Regulations & Compliance: How Providers Can Stay Compliant and Mitigate Risks
Learn more→
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This 50-minute webinar sets the stage for the series, giving critical insights for advisors to gain understanding of crypto and the latest information about digital assets. The session will be geared toward answering these questions and others:

  • What is cryptocurrency/digital currency?
  • What is Blockchain?
  • What is DeFi?
  • What is the future of digital assets / cryptocurrencies from a capital markets and investment perspective?
  • What are the issues and obligations for advisors who want to invest in crypto for their clients?
  • How to communicate with your clients on crypto?

Register and earn CE Credits
This webinar as been approved for CE Credit. Click here for more information on securing CE credits.

Speakers
  • William Trout
    Will Trout
    Director of Wealth Management
    Javelin Strategy & Research
    (Moderator)
  • Justin Castelli
    Justin Castelli
    Founder & Financial Advisor
    RSL Wealth
  • Neil Chopra
    Director, Business Solutions
    Fireblocks
  • Jared Feldman
    Jared Feldman
    Director of Client Experience
    iTrust Capital