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Building Digital Futures: Advising Clients on Putting Crypto into their IRAs

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In this webinar with Grayscale Investments, the world’s largest digital currency asset manager, gain the knowledge to confidently advise your clients on adding crypto into their IRAs, by learning about the key benefits and avenues for digital currency investing. 

  1. By the end of this webinar, participants will have a clear understanding of the types of and use cases for digital currencies. 
  2. By the end of this webinar, participants will have a clear understanding of the benefits of digital assets for retirement accounts, and will be able to articulate these benefits to their clients. 
  3. By the end of this webinar, participants will have a clear understanding of how clients can gain access to digital assets through their IRAs. 

Rayhaneh Sharif-Askary

Head of Investor Relations and Business Development

Grayscale Investments

Rayhaneh Sharif-Askary, Director of Investor Relations and Business Development at Grayscale Investments, leads efforts in generating new inflows into the firm’s suite of digital currency investment trusts and manages its investor base of family offices, hedge funds, sovereign wealth funds, institutional investors, and high net-worth individuals. Since joining in 2018, Ray has helped raise billions in new capital into Grayscale’s products.
Previously, Ray was a Director of the Leveraged Finance Distribution group at UBS. She graduated magna cum laude from Duke and was named as one of Business Insider’s 2020 Rising Stars of Wall Street.

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Building Digital Futures: Advising Clients on Putting Crypto into their IRAs
12/01/2021 at 12:00 PM (MST)  |  60 minutes
12/01/2021 at 12:00 PM (MST)  |  60 minutes In this webinar with Grayscale Investments, the world’s largest digital currency asset manager, gain the knowledge to confidently advise your clients on adding crypto into their IRAs, by learning about the key benefits and avenues for digital currency investing.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available