Description
This session will be a debate on whether clients should use or own cryptocurrencies, such as bitcoin and etherium. We will discuss the blockchain technology and its applications, specifically to cryptocurrencies. The panelists will debate whether cryptocurrencies can be treated as investments, whether they should be owned individually or in a fund/ETF structure, and whether they should be used as a substitute currency and a medium of exchange.
This session will educate advisors on:
• Whether cyptocurrencies should be used as an asset in a client's portfolio
• Whether clients should use cryptocurrencies as a currency or medium of exchange
Speaker(s):
- Patrick
Baron,
PFS,
CEO,
Ambisafe Financial
- Jamie
P. Hopkins,
Esq., CFP, CLU, ChFC, RICP, LLM,
Professor,
The American College
- Robert
K. Huebscher,
MBA,
CEO,
Advisor Perspectives
