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date

April 29-30, 2025

location

The Brown Palace Hotel

time

2 p.m. - 2:30 p.m.

Agenda

Experience SEI. 

Take this opportunity to connect with your dedicated team and walk away with actionable tools to help growth that you can implement in your business. 

Here’s what you can expect:

  • Hear firsthand from current advisor clients as they share their experiences and success stories.
  • Network with SEI leadership and engage with peers.
  • Dive into SEI's investment philosophy and discover how you can effectively implement our solutions.
  • Learn how the SEI enterprise can support aspects of your business.

Event logistics

Important information

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

This event is for financial intermediary use only. Event attendance is subject to Home Office approval.

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 (IMU) is a team within SIMIC. Platform and technology services provided by SEI Global Services, Inc., a wholly owned subsidiary of SEI.

Investing involves risk, including possible loss of principal.

NOTICE OF FILMING AND PHOTOGRAPHY. This event will be filmed, recorded and/or photographed.  By your presence at this event, you irrevocably acknowledge that you have been informed and grant permission for your name, photo, voice and likeness to be included in the film, photographs and/or recordings and release all producers and users of such film, photographs and/or recordings from any liability for loss of damage to persons or property or for infringement of any rights and expressly authorizes and permits use of his or her name, photo, voice and likeness and all reproductions thereof in any and all media for all purposes worldwide in perpetuity without limitation and without compensation thereof whatsoever. If you do not wish to be filmed, photographed or recorded, please speak with a member of the SEI Events Team.  Thank you for your cooperation.

A reminder to all Broker Dealer affiliated advisors:

You are responsible for reporting any/all invitations to your immediate supervisor and/or appropriate home office/management teams, following your Broker Dealer’s compliance requirements.