Join the contributors of June's Journal of Financial Planning, Ryan Firth, CPA, CCFC, and Tyrone V. Ross Jr., as they discuss what planners should examine before allocating clients’ assets to cryptoassets. During this roundtable discussion, Firth and Ross identify cryptoassets and their barriers, tax and fee-model considerations and more. This program includes an audience Q&A moderated by Raymond Benton, CFP, CRPC, EA.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject.

Course Objectives
  • Identify the barriers of cryptoassets as well as tax and fee-model considerations.
  • Understand how to allocate clients' assets to cryptoassets.
Course Information
Date Presented:
June 26, 2019 2:00 PM Eastern
1 hour
Registration Fee:
Journal in the Round: Exploring Cryptoassets for Clients
Speaker Information
Raymond Benton, CFP, CRPC, EA  [ view bio ]
Ryan Firth, CPA, CCFC  [ view bio ]
Tyrone V. Ross Jr.  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$0.00
Non-Member Price:$19.00