Session #5: How to Safely Invest in Digital Assets
This Webinar Qualifies for 1 Hour of CE Credit. Those who complete the entire 8-part course are also eligible to receive a Level I Crypto Advisor Certification*
This is part 5 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities.
Session five focuses on ways to safely invest in digital assets.
Participants will learn how to avoid scams; better protect their digital asset holdings; the differences between centralized and decentralized cryptocurrency exchanges; various storage mechanisms; as well as the present and possible future taxation of digital assets.
This webinar provides for an interactive discussion and a live Q&A session with the experts.
Speaker: Jahon Jamali, CMO & Cofounder of Sarson Funds
Jahon Jamali is a leading expert on emerging technologies, global risk management and international relations. After receiving his BA & MA from Johns Hopkins University, he began his career as a U.S. Intelligence Officer with the Pentagon’s Defense and Intelligence Agency. He has served worldwide as a trained human intelligence officer and former interrogator and is a recipient of the Defense Intelligence Agency Award for Excellence. Jahon is currently a renowned digital assets and crypto educator and community influencer. He is routinely sought by media to explain the current events in digital asset landscape and to explain the intersection of cryptocurrency blockchain technology and security. He has been featured on Cheddar News, Real America’s Voice News, Forbes, Financial Times and NTD News.
Speaker: John Sarson, CEO & Cofounder of Sarson Fund
John is the CEO & Co-founder of Sarson Funds, an independent provider of blockchain technology and cryptocurrency marketing and educational services focusing on the financial professional community and their clients. He possesses over 15 years of Wall Street wholesale investment sales leadership experience, with successful tenures at firms like Guggenheim & Lord Abbett. John is a graduate of the University of Notre Dame.
Moderator: Dara Albright, Partner at DWealth Education
Dara Albright is a recognized authority on fintech & digital wealth with a distinguished 29-year career in finance & the host of DWealth Muse podcast, appearing weekly on Digital Wealth News. She is also the co-founder of DWealth Ed, a novel financial EdTech platform offering incentivized learning for financial professionals, business executives and modern-day investors/consumers (“investumers”) as they seek to understand the monumental impact fintech is making on financial services, businesses and economies at-large.
Watch all course sessions on-demand:
Session 5 Replay: How to Safely Invest in Digital Assets
Session 4 Replay: Advanced Cryptocurrency Investment Strategies
Session 3 Replay: Investing in Cryptocurrency 101
Session 2 Replay: Real World Applications of Blockchain and Cryptocurrency
Session 1 Replay: Introduction to Cryptocurrencies & Blockchain Technology
* Continuing Education and Certification: Investments & Wealth Institute® has accepted this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. Those who complete the entire 8-part program will also earn a Level I Crypto Advisor Certification from Sarson Funds, demonstrating their cryptocurrency and digital asset expertise. The completion certificate will be issued as a non-fungible token (NFT).