February Discovery Forum

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.

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, a wholly owned subsidiary of SEI. The Investment Management Unit (IMU) is a team within SIMIC. 

Investing involves risk, including possible loss of principal.

NOTICE OF FILMING AND PHOTOGRAPHY. This event may be filmed, recorded and/or photographed. By your presence at this event, you 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. 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.