The goal of Bitcoin for Advisors is to equip investment advisors with tools to better understand bitcoin, talk to their clients about bitcoin and to work bitcoin into their business. We’re working closely with professional advisors to build out a program that is timely, valuable and actionable for the financial advisor community, and presented in a manner that is targeted and relevant to their interests. Through a series of keynotes, panels and interactive roundtable sessions, we will discuss investment theses for bitcoin, why younger demographics are turning to this asset and how it fits into the current global macroeconomic picture. We will also walk through the practicalities: how to answer client questions about bitcoin, how to talk to your compliance department about bitcoin, how can bitcoin can help grow your book. Advisors will walk away from this virtual event with a grasp of how bitcoin fits into the world and their business.
Financial advisors will be able to earn up to a 5 CFP CE credits during this immersive two day event. An additional 4 CFP CE credits will be available through the recordings post conference.
Vincere Wealth Management, LLC
Jamie P. Hopkins
Director of Retirement Research
COO, Investment Advisor Representative
DAiM (Digital Asset Investment Management)
Origin Wealth Advisers LLC
Chief Executive Officer
Steve Sanduski, CFP®
Founder, Coach, NYT Bestselling Author
Liftoff Financial Planning
Apply to Attend
This event is designed to educate RIAs and FAs to better understand bitcoin. In order to qualify for a complimentary pass, you must be an active RIA or FA. We will review your application and follow up with your registration status.
Any service providers interested in attending the event must be a sponsor. Please contact email@example.com for more information.
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