Explore virtual and in-person events designed to help you connect, learn, and elevate your practice.
Going RIA: Myths vs. Reality
June 12, 2025 | 1 p.m. Eastern time
Webinar
Are you considering the leap to becoming an RIA but feeling held back by common industry myths? Join us for an eye-opening webinar that will challenge your assumptions and empower you to take control of your future.
Mid-year market outlook
July 10, 2025 | 1 p.m. Eastern time
Webinar | Earn 1 CE credit*
Join us for a timely discussion on trends shaping today’s economic landscape—and what they could mean for your clients in the months ahead.
Discovery Forum
October 29-30, 2025 | 2 p.m. Eastern time
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.
We're continuously planning exciting events that can help you better serve your clients. Please check back regularly.
Important information
*1 CE credit will be offered for this webinar. CE credit offered only to CFP and CPA affiliations. No insurance credits provided.
Investment services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.
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.
