STUDY GROUP/Webinar-"The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement"
Live Webinar Date: Wednesday, March 18, 2026
Time: 3:00pm - 4:00pm
Topic: The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement
Speaker: Ric Edelman, CBDA
Details:
How longevity is requiring you to transform the advice and services you give your clients. Join Ric Edelman, CBDA, for this special event.
A sample of what you’ll learn:
• How long your clients are likely to live – and how this “longevity bonus” creates opportunity for you to offer new client services that enhance your value
• The crucial role of crypto in portfolio management today
• How to build your practice by hating bitcoin
• Lots of Q&A
Ric Edelman is widely known as the most successful financial advisor in the country. He founded the nation’s largest financial planning firm, now managing $328 billion for 1.4 million families. Barron’s ranked him the #1 Independent Financial Advisor in the country three times and inducted him into its Hall of Fame. Ric has received three Lifetime Achievement Awards, holds two patents for financial product innovation, appeared on Oprah five times and was once the answer to 21 Across in a New York Times crossword puzzle. Ric is a #1 New York Times bestselling author of 14 books on personal finance, with more than 1.2 million copies sold in eight languages worldwide. His radio show aired for 32 years with more than one million weekly listeners, and he was named one of the 100 most important radio talk show hosts by TALKERS magazine 8 years in a row. He has hosted three TV series and six specials for Public Television so far, and Rowan University’s Ric Edelman College of Communications, Humanities and Social Sciences is named in his honor.
Register Here: https://naepc.tradewing.com/events/8NbuXqFRcLzdnWLfK
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