UI Charitable is excited to announce an exclusive webinar on April 8, 2025, featuring an in-depth interview with Jessy Gilger of Sound Advisory. This event will provide financial advisors with valuable insights into cryptocurrency, Bitcoin, and integrating philanthropy into financial planning.
Why Attend?
Cryptocurrency and Bitcoin have evolved from niche investments into mainstream financial assets. However, many financial advisors and investors still struggle with understanding their role in wealth management, tax planning, security, and philanthropy. This webinar is designed to bridge that gap and help advisors confidently integrate digital assets into their financial strategies.
Jessy Gilger, a leading voice in crypto-focused financial planning, will share his expertise on Bitcoin investment strategies, risk management, estate planning, and charitable giving.
Key Discussion Topics
🔹 Understanding Cryptocurrency & Bitcoin as an Asset
The role of Sound Advisory in helping long-term holders ("Hodlers") manage their portfolios
Addressing concerns about Bitcoin’s volatility and risk management strategies
How financial advisors can integrate cryptocurrency into traditional portfolios
🔹 Financial Planning & Tax Implications
Key wealth management considerations for crypto investors
Navigating tax complexities when buying, selling, or holding Bitcoin
Real-world examples of Sound Advisory helping clients build effective crypto-based financial plans
🔹 Custody & Security Best Practices
Essential security measures for Bitcoin investors
Multi-signature custody: What it is and why it matters
Avoiding common mistakes in cryptocurrency security and inheritance planning
🔹 The Role of Cryptocurrency in Philanthropy
Why Bitcoin is transforming charitable giving
The advantages of donating Bitcoin vs. traditional assets
How Donor-Advised Funds (DAFs) can benefit crypto holders
Notable philanthropic initiatives in the crypto space
🔹 Market Trends & Future Outlook
What’s next for Bitcoin in financial planning?
Regulatory developments and what investors need to know
A bold prediction on Bitcoin’s role in the next decade
Event Details
📅 Date: April 8, 2025
⏰ Time: 10:00am PT/11:00pm MT/1:00pm CT/1:00pm ET
📍 Location: ZOOM LINK
How to Register
Don’t miss this opportunity to gain expert insights and take your understanding of cryptocurrency and philanthropy to the next level. Secure your spot today by registering HERE.
Join us on April 8, 2025, for a deep dive into the future of Bitcoin, financial planning, and charitable giving!
