Financial Planning: Cryptocurrency for Advisors

FP Invest-1

Ben Cruikshank, President of Flourish, will be joined by panelists to discuss:

  • Educational resources

  • ADV changes e.g., valuing client cryptocurrency assets

  • Changes to workflows in your practice

This event is virtual and complimentary. 

Register here.

Date and Time Location
Mon. Dec. 12
1 p.m. ET

Panelists include:

Matt Calabro, Executive Director, CSS

Dan Friedman, President, Digital Assets Council

Jackson Wood, Financial Advisor, Freedom Day Solutions

About Invest Cryptocurrency for Advisors: 

"Invest Cryptocurrency for Advisors is where the industry’s top minds will come together to decide what’s real and what’s vapor in the chaotic crypto space. From banks and wealthtech leaders to asset managers and regulators — the community will gather to demystify cryptocurrency and separate the real opportunities from the momentary trends."

Can't make it but interested in learning more? Reach out.

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Flourish is an online platform through which investors can access financial services and products. The services and products offered through Flourish are provided by different entities and are subject to different terms, investor protections and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Crypto is offered by Paxos Trust Company, LLC (Paxos), a New York limited purpose trust company regulated by the New York Department of Financial Services that provides cryptocurrency custody and execution services for the Flourish Crypto accounts, and Flourish Digital Assets LLC (Flourish Digital Assets), which is registered in New York as a commodity broker-dealer and provides website and other technology services and support for Flourish Crypto accounts. Flourish Financial LLC and Flourish Digital Assets LLC are affiliates, but are not affiliates of Paxos. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information regarding each service and product. If you were introduced or invited to Flourish by a third-party investment adviser or other third party, whose name or logo may be shown above, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment adviser or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in the terms for each service or product. 2022 Flourish. All rights reserved.