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Discovery Forum.

October 29-30, 2025 | In-person 

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.

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Stay tuned.

We're continuously planning exciting events that can help you better serve your clients. Please check back regularly.

Upcoming webinars: 

  • The power of Unified Managed Households (UMH)
  • Marketing strategies for advisors 

Insights you can leverage

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October 16, 2025

October Discovery Forum

We’ll help you create efficiency to serve your clients more effectively.

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October 16, 2025

10 must-ask questions before you choose a direct indexing provider.

Your resource for evaluating and selecting the right direct indexing provider.

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September 8, 2025

Tax-smart planning if using a donor-advised fund.

The fourth quarter of the year is a great time for donors to meet with their financial advisors to review potential charitable contributions.

See all insights

Important information

Webinars are for financial intermediary use only, unless otherwise indicated. Not for public distribution.

Investing involves risk including possible loss of principal. 

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.