There's only one day left to claim your complimentary pass to Cryptocurrency for Advisors, a seminar series from Financial Planning and part of the INVEST family of events. 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? Claim your complimentary pass and get answers to these pressing questions. |
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Register and secure your spot today. PLUS earn CE Credits! |
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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? |
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| Will Trout | | Director of Wealth Management Javelin Strategy & Research Moderator |
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| Justin Castelli | | Founder & Financial Advisor RSL Wealth |
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| Neil Chopra | | Director, Business Solutions Fireblocks |
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| James Vermillion | | Owner Vermillion Private Wealth |
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Other events in the Cryptocurrency Seminar Series: |
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December 8, 2021 Crypto Regulations & Compliance: How Providers Can Stay Compliant and Mitigate Risks Learn more → |
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