 |
TUESDAY, NOVEMBER 9, 2021 AT 2PM EST |
Participants will learn:
- Ways to avoid scams;
- Ways to better protect digital asset holdings;
- The differences between centralized and decentralized cryptocurrency exchanges;
- Various storage mechanisms;
- The present and possible future taxation of digital assets.
Presented by Sarsons Funds Co-Founders:
 |
 |
*Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. Additionally, those who complete the entire 8-part program will earn a Level I Crypto Advisor Certification from Sarson Funds, demonstrating their cryptocurrency and digital asset expertise. The completion certificate will be issued as a non-fungible token (NFT).
|
TUESDAY, NOVEMBER 16, 2021 AT 2PM EST |
Webinar participants will learn:
- Ways to maintain legacy accounts and better support a future client base;
- The different goals, priorities and investing mindsets of younger generations;
- How technology and data will reshape the financial advisory firm of the future.
Presented by:
Adrian Johnstone
President & Co-founder of Practifi
*Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
Webinars offered by Dwealth Education & Digital Wealth News
 |
 |
Digital Wealth News
Bozeman • MT • 59715 • USA
dwealth.news
