Skip to main content

date

September 9-10, 2026

location

SEI Headquarters | Oaks, PA

Register now

Experience SEI. 

Advisors are navigating constant change, from evolving client expectations to the challenge of growing a sustainable business. That’s why we created the Discovery Forum—a chance to experience how one platform can support what your business needs today and for what’s next.

Spend two days in candid conversations with peers while experiencing how integrated solutions across investments, technology, custody, and practice management work together.

Inside the Discovery Forum 

  • Straight talk on industry trends and market dynamics, grounded in SEI’s investment philosophy and long‑term view.
  • Advisor panels and leadership conversations focused on growth, change, and what’s next for advisory firms.
  • Interactive demos and kiosks showcasing investment strategies, technology, and strategic partner solutions you can explore at your own pace.
  • Meaningful time with peers and SEI teams, designed to encourage open dialogue and shared learning.

Your visit to SEI

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 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.