The "One Big Beautiful Bill Act."
Thursday, September 18 | Virtual
Earn 1 CE credit.*
Join us to explore how new tax provisions may influence financial strategies and gain practical insights to help guide more relevant client conversations.
Advisor events.
Explore virtual and in-person events designed to help you connect, learn, and elevate your practice.
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.
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
Important information
*1 CE credit will be offered for this webinar. CE credit offered only to CFP and CPA affiliations. No insurance credits provided.
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.