The 2020s will be the decade of digital currency. FinTech organizations will have the opportunity to bring significant potential contributions to our environment and society through innovation as we transition to a cashless society. Various new technology includes developments such as digital wallets, tap-and-pay cards, and ecommerce and how organizations can capitalize on these trends. FinTech will play an important part by providing those who are unbanked with banking access, accessibility to new platforms, acceleration for innovative companies and products, access to women and empowerment of marginalized communities, and a transition to a paperless society and reduced physical operations footprint. At the end of this session, participants will be able to: a. Discuss options for capitalizing on your next digital investment. b. Explain digital cash in a new decade and understand transitioning to cryptocurrency. c. Increase digital vocabulary through understanding terminology such as blockchain, cryptocurrency and Bitcoin. d. Explain the opportunities for young women and professionals to pursue a career in FinTech.

1. DIGITAL ASSETS
Making the Most of Your Next
Digital Investment

2. JACKSON SAMS WEALTH STRATEGIES
Pamela J. Sams, CRPC®, BFA™
Financial Advisor
pamela@jacksonsams.com
(703) 547-8682
www.jacksonsams.com
Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member
FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., a SEC Registered
Investment Advisory Firm, Pamela Sams, Investment Advisor Representative. Jackson Sams Wealth
Strategies, Securities America, Inc. and all other entities named are separate entities. Securities
America and its representatives do not provide tax or legal advice; therefore, it is important to
coordinate with your tax or legal advisor regarding your specific situation

3. NEED TO KNOW
Digital Assets
Terminology
Careers in FinTech

4. APPEALOF DIGITALASSETS
In this year's survey, almost nine in 10 respondents said they find digital assets appealing
(86%).
This figure has grown across regions surveyed in prior years.
92% of Asian investors surveyed
in 2021 found digital assets
appealing, the highest of any
region.
2021
In Europe, appeal has grown from 76%
(2020) to 89%(2021).
2021
2020
In the U.S., the number of investors
surveyed who find digital assets
appealing has grown from 65%(2019),
to 74%(2020), to 78%(2021).
2021
2020
2019
4
Source: Fidelity Digital Assets Study, 2021

5. CATEGORIZATION OF DIGITALASSETS:DIGITAL
ASSETSINA PORTFOLIO
Almost eight in 10 respondents felt digital assets have a place in a portfolio.
Broadly speaking, alternative assets are those that do not fit into the
traditional asset category consisting of public stocks and bonds.
Alternatives typically help investors gain exposure to non-traditional
returns that are not highly correlated with stocks and bonds,
provide unusual risk exposure, or generate nontraditional payouts.
For sophisticated investors, classifying digital
assets as an alternative is an important step
toward increasing adoption, as institutional
investment strategies are often organized by
categorical allocations.
Inprior years, 65% of U.S. & European investors
surveyed saw digital assetsas having a role in
their portfolio. That belief jumped 8-percentage
points in this year’s survey to 73%.
Of that group, over
40% identified digital
assetsas part of the
alternative asset class.
Asian investors, a new population in this year’s
survey, arguably exhibited the most conviction,
with 87% of respondents seeing digital assets as
having a role in their portfolio.
73%
87%
65%
U.S. & Europe
Asia
2021
2020
2021
5
Source: Fidelity Digital Assets Study, 2021

6. TERMINOLOGY

7. CAREERS IN
FINTECH

8. THANK YOU
Pamela J. Sams
Jackson Sams Wealth Strategies
pamela@jacksonsams.com
Douglas Randolph
Merrill Lynch
douglas.randolph@ml.com