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.
Advisor events.
Explore virtual and in-person events designed to help you connect, learn, and elevate your practice.
Stay tuned.
We're continuously planning exciting events that can help you better serve your clients. Please check back regularly.
Webinar topics to look forward to in 2025:
- Industry trends with Michael Lane
- Tax planning ideas for 2026
- Marketing strategies for advisors
Insights you can leverage
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.