2025 Market outlook webinar
January 23 | 1-2 p.m.
We can’t predict the future, but we can certainly prepare for it. Join us to explore how you can help your clients navigate uncertainty.
Advisor events
Join SEI's in-person events and webinars to connect, learn, and help elevate your advisory practice.
Discovery Forum
February 11-12 | 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.
Webinar: Navigating today's fixed-income markets
February 20 | 1-2 p.m.
Join us to explore how you can navigate the bond market with confidence and create customized portfolios to help meet each investor’s unique financial goals.
Discovery Forum
Week of March 10 (TBA)
Location TBA | Dallas, TX
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.
Discovery Forum
Week of April 28 (TBA)
Location TBA | 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.
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.
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.
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.