Understanding Your Investment Options in Digital Assets

There’s a new surge in digital assets, driven by institutional buyers. What do they know that you don’t? Let Ric Edelman, Dan Eyre and Matt Kolesky help you understand the investment options in this new asset class.

Ric Edelman was ranked 3 times as the nation’s #1 financial advisor by Barron’s. Dan Eyre is CEO of Blockchange. Matthew Kolesky is President of Arbor Capital Management.

1 CFP CE credit was approved.
1 CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications was approved.


Topics covered:

  • The different ways you can invest: digital trusts and index funds, as well as directly buying digital assets
  • Choosing between bitcoin and a diversified portfolio of digital assets
  • What is “tokenization” and why it matters

  • Opportunities for SMAs in the Digital Asset space
  • And much more!

Webinar Hosts:

Ric Edelman

Ric Edelman


RIA Digital Assets Council

Meet Ric
Tom Jessop

Dan Eyre

CEO & Co-Founder


Meet Dan
Matthew Kolesky

Matthew Kolesky

Arbor Capital Management

Meet Matthew

Sponsored By:

Upcoming Webinars

Digital Assets and Volatility: The Inherent Risk on Every Advisor’s Mind
JUNE 28, 2021 | 2pm – 3pm ET
Ric Edelman talks with Ben McMillan (1 CE credit)
How To Invest in Digital Assets in Your Retirement Account
JULY 13, 2021 | 2pm – 3pm ET
Ric Edelman talks with Ryan Radloff (1 CE credit)
Bitcoin Mining: Opportunities for Financial Professionals
JULY 22, 2021 | Half-Day – Virtual
Ric Edelman hosts (CE credits available)

Past Webinars

Investing in Emerging Digital Assets: Catching The Wave
JUNE 3, 2021 | 2pm – 3pm ET
Ric Edelman talks with Greg King (1 CE credit)
The Case For Index Funds In Digital Assets
MAY 11, 2021
Ric Edelman talks with Matt Hougan
Should You Invest in Bitcoin? The View Through an Analyst Lens
April 27, 2021
Kevin Kelly talks with Ric Edelman
“It’s become clear that blockchain and cryptocurrency are here to stay. RIADAC is one of the few (maybe only?) organizations shedding light on this challenging topic in a manner designed for RIAs. Whether or not an advisor finds it appropriate for clients, simply being able to explain “what is bitcoin” places the advisor ahead of others. Thanks for bringing together authorities on the subject for the webinar. It was very educational.”

KEVIN BOURKE, CFP®, ChFC, advisor since 1987 and Author of Make Your Money Last a Lifetime™
Bourke Wealth Management
Santa Barbara, CA

“Like many, I initially dismissed bitcoin as an investment fad or a bubble. I viewed it like tech stocks in 1999 or real estate in 2005. The error I made was in not taking the time to understand the underlying technology, what it is, and how it may impact the world. When I saw RIADAC offering a webinar, I immediately signed up. The information was useful and relevant. I signed up for RIADAC’s certification program to continue my learning process. It would behoove everyone in the financial space to become literate in this new language of cryptocurrency. It has the power to change the world. ”

DANA ANSPACH, CFP®, RMA®, Kolbe Certified™ Consultant (6-5-8-2)
Founder and CEO
Sensible Money, LLC
Scottsdale, AZ