Help your clients make sense of Bitcoin

Trouble registering last week? The issue’s been fixed – you can sign up now.

Whether your clients are curious, skeptical, or already invested, crypto is increasingly showing up in advisor conversations. It’s a complex space — fast-moving, often misunderstood, and clouded with hype and speculation. But it doesn’t have to be. With the right knowledge and framing, you can turn uncertainty into opportunity and guide your clients with clarity and confidence

In our Rethinking Bitcoin in Client Portfolios CE-credit webinar, we’ll go beyond the headlines to unpack Bitcoin’s real role in long-term portfolios. You’ll learn how to manage common objections, highlight diversification potential, and simplify complex ideas into language clients can actually understand.

📅 Join us on Zoom on June 25 at 1 PM EST.

Attendees will receive an estimated 1 CE credit* upon completion.

Thank you,

Your Purpose Investments Team

*It's estimated that this webinar will be eligible for 1 CE credit, but this is still pending. 

For advisor use only.

Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. As with any investment, there are risks to investing in investment funds. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. If the securities are purchased or sold on a stock exchange, you may pay more or receive less than the current net asset value. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated.

The information is not investment advice, nor is it tailored to the needs or circumstances of any investor. Information contained in this document is believed to be accurate and reliable, however, we cannot guarantee that it is complete or current at all times. The information provided is subject to change without notice.