Gain a clear picture of your path forward
April 24 | 1:00 pm
Webinar
Unlock your firm's potential with the new digital business audit and gain the insights needed to refine your strategy and accelerate your firm's growth.
Advisor events
Join SEI's in-person events and webinars to connect, learn, and help elevate your advisory practice.
Denver Discovery Forum
April 29-30 | 2-2:30 p.m.
The Brown Palace Hotel | Denver, CO
Advisors like you aren’t waiting for the future—you’re building it. Join us at the Discovery Forum to see how SEI can help you lead the charge.
Oaks Discovery Forum
May 14-15 | 2-2:30 p.m.
SEI Headquarters, Oaks, PA
Advisors like you aren’t waiting for the future—you’re building it. Join us at the Discovery Forum to see how SEI can help you lead the charge.
Chicago Discovery Forum
Week of September 8 | 2-2:30 p.m. (Date TBA)
Location TBA | Chicago, IL
Advisors like you aren’t waiting for the future—you’re building it. Join us at the Discovery Forum to see how SEI can help you lead the charge.
Oaks Discovery Forum
October 29-30 | 2-2:30 p.m.
SEI Headquarters | Oaks, PA
Advisors like you aren’t waiting for the future—you’re building it. Join us at the Discovery Forum to see how SEI can help you lead the charge.
Stay tuned.
We're continuously planning exciting in-person and virtual events that can help you better serve your clients. Please check back regularly.
Webinar topics to look forward to in 2025:
- Industry trends with Michael Lane
- A unified managed households (UMH) solution
- Women advisor panel with Shauna Mace
- A mid-year market outlook
- Tax planning ideas for 2026
- Marketing strategies for advisors
More insights for advisors.
Important information
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI).
Webinars are for financial intermediary use only, unless otherwise indicated. Not for public distribution.
Investing involves risk including possible loss of principal. Bonds and bond funds will decrease in value as interest rates rise. There is no guarantee investment objectives will be met.
Neither SEI nor its subsidiaries provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.