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    INVEST Cryptocurrency for Advisors

    December 12th - 13th, 2022
    A new playbook for a new era of investing
    December 12-13, 2022 | Virtual
    COMPLIMENTARY PASS

    We are now offering this conference as a complimentary virtual event!

    We are live in

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    Become the modern advisor clients need

    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. Register for the virtual event — at no cost. 

    A message from Financial Planning's Wealthtech Reporter, Justin L. Mack

    In the wake of the FTX collapse and a rollercoaster year for crypto, it's more important than ever for the wealth management sector to come together to find a way forward.

    Learn the latest developments on:

    Government Regulation

    What are the latest developments regarding US Government's cryptocurrency regulation initiatives?

    Practice Management

    What changes need to be made to workflows and supporting technologies to optimize your cryptocurrency practice?

    Navigating compliance

    How can advisors speak about cryptocurrency to clients without crossing a regulatory line?

    An audience of influencers

    300 +

    Senior wealth management leaders

    Representing Banks and Financial Advisory Firms

    78% +

    Decision makers 

    including C-suite executives, presidents and directors

    Introducing this year's keynote speakers

    Dave LaValle

    Senior Managing Director, Global Head of ETFs
    Grayscale Investments

    Sponsorship opportunities

    Sponsors of INVEST CRYPTOCURRENCIES FOR ADVISORS enjoy exclusive networking opportunities with an elite group of high-level advisors, thought leaders and firms. Don’t miss this chance to create a lasting impact on Financial Planning’s community of key decision-makers.

    Feedback from past attendees

    The INVEST conference provided me a great opportunity to connect with RIAs and service providers interested in and active in the Alternative Investments space.

    — Past Attendee

    Financial Planning's INVEST returned in 2022 with a host of exceptional market insights and a strategy for evolving the consumer experience.

    — Past Attendee