Advisor Forums in 2024

We’re excited to welcome SEI’s investment experts and our strategic partners (City National Rochdale, Dimensional Fund Advisors, Capital Group^®) for a curated panel discussion on leading market topics. 

Hear how our enhanced investment offering and newly integrated technology help power wealth.

Spring 2024 Schedule 

*CE credit offered only to CFP and CPA affiliations. No insurance credits provided.

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

Investment services are provided by SEI Investments Management Corporation (SIMC) a wholly owned subsidiary of SEI. Technology services provided by SEI Global Services, Inc., a wholly owned subsidiary of SEI.

Neither Capital Group®, American Funds Distributors, City National Rochdale, nor Dimensional Fund Advisors are affiliated with SEI or its subsidiaries.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Dimensional and the Dimensional logo are registered trademarks of Dimensional Fund Advisors LP.

There are risks involved with investing, including 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.

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.

Advisor Forums are for financial intermediaries only.