Virtual Morning Meeting: An Outlook on Digital Assets

Date: Tuesday, February 22, 2022
Time: 7:45am - 9:00am
Location: Zoom - Register through CVent
Speaker: Kyle Pickner


The birth of blockchain technology and cryptocurrency began over a decade ago as a niche and unique industry. This space has completely disrupted traditional finance and other industries and now it has reached a meaningful inflection point. Protecting these assets has become imperative with significant amount of wealth accumulated in the last decade. What does it mean to own digital assets and how do we protect and store these assets? Banks, attorneys, financial advisors, and estate planners today are trying to understand how to preserve these assets, how the industry has grown so rapidly, and how it will affect their clients in the future.

Learning Objectives
By attending this session advisors will learn: 

  • What are the tax implications of digital assets?
  • How do you define ownership of digital assets?
  • How to store and secure your digital assets safely?

Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am

Anticipated CE: 1 CFP®1 MN Insurance & 1 CLE Credit

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