Skip to main content

date

June 15, 2023

time

1:00 PM EST

duration

60 minutes

Register

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:

SEI and Dimensional Fund Advisors are non-affiliated separate legal entities.

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

Dimensional and the Dimensional logo are registered trademarks of Dimensional Fund Advisors LP. Dimensional funds are offered by DFA Securities LLC, member FINRA. Neither SEI, nor its subsidiaries is affiliated with DFA Securities LLC, or Dimensional Fund Advisors LP.

For Financial Intermediary Use Only. Not for Public Distribution.