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date

July 20, 2023

time

1:00 PM EST

duration

60 minutes

Register

At SEI, we help independent advisors and their clients achieve and sustain financial freedom – by connecting them to what matters most.

Join us to learn more about the current state of markets and gain perspective that will help you and your clients navigate this uncertain environment.

Topics we’ll discuss:

  • Key factors that affected markets in the first half of 2023
  • Recent events and their effect on the market
  • 3 things to keep top of mind for the rest of 2023

Webinars and webcasts

Register to watch our upcoming webinars.

webinar-webcast February 2, 2023

February webinar: Let’s talk mergers, acquisitions, and succession planning

What you should be thinking about when it comes to mergers, acquisitions, and succession planning.

webinar-webcast February 2, 2023

March webinar: Three-dimensional tax planning with Capital Group® and SEI

Learn about actionable tax-saving ideas for your clients and prospects.

webinar-webcast February 1, 2023

April webinar: Winning UHNW and Business Owner Clients: Move Up Market with Advanced Planning with City National Rochdale and SEI

Experienced financial advisors know that ultra-high-net-worth (UHNW) clients encounter more complex issues and are often unaware of significant gaps that may exist in their wealth plan.

Important information: 

*CE credit offered only to CFP and CPA affiliations. No insurance credits provided.

*1 CE credit will be offered for this webinar.

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).

Investment services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.

The Investment Management Unit is a team within SlMC.

There are risks involved with investing, including loss of principal.

This material represents an assessment of the market environment at a specific point in time and Is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only.

For Financial Intermediary Use Only. Not for Public Distribution.