As cryptocurrencies enter the mainstream, the wealth management community faces several critical questions: Should advisors invest in crypto for their clients? What are the potential investment options and use cases? How can providers stay compliant and mitigate risks?
Cryptocurrency for Advisors, a complimentary webinar series from Financial Planning and part of the INVEST family of events, will address these questions and many more. Over the course of three editorial seminars, experts will demystify digital assets while exploring their impact on the advisor community. |
|
|
Register and secure your spot for all three seminars today.
PLUS earn CE Credits! |
|
|
| December 6, 2021 | 12:00 PM - 12:50 PM EST What Financial Planners Need to Know About Crypto and Digital Assets |
|
|
| |
 | Will Trout | | | Director of Wealth Management
Javelin Strategy & Research
Moderator |
|
 | Justin Castelli | | | Founder & Financial Advisor
RSL Wealth |
|
 | Neil Chopra | | | Director, Business Solutions
Fireblocks |
|
 | Jared Feldman | | | Director of Client Experience
iTrust Capital |
|
|
| |
| December 7, 2021 | 12:00 PM - 12:50 PM EST Risk vs Reward: How Should You Think About Cryptocurrencies and Digital Assets as Part of a Client's Portfolio?
|
|
|
| |
| Will Trout | | | Director of Wealth Management
Javelin Strategy & Research
Moderator |
|
| Justin Castelli | | | Founder & Financial Advisor
RSL Wealth |
|
| Neil Chopra | | | Director, Business Solutions
Fireblocks |
|
 | James Vermillion | | | Owner
Vermillion Private Wealth |
|
|
| |
| December 8, 2021 | 12:00 PM - 12:50 PM EST Crypto Regulations and Compliance: How Providers Can Stay Compliant and Mitigate Risks
|
|
|
| |
 | Marco Salazar | | | Director of Payments
Javelin Strategy & Research
Moderator |
|
 | Caitlin Barnett | | | Director Regulation & Compliance
Chainalysis, Inc |
|
| Neil Chopra | | | Director, Business Solutions
Fireblocks |
|
|
| |
