Webinars and webcasts

With year-end approaching, join us for an exclusive webinar to learn about actionable, potentially tax-saving steps for your clients and prospects. We'll discuss:

• IRA Contributions and Distributions before year-end
• Itemized deduction planning
• The magnificent seven and charitable remainder trusts (CRTs)
• How to handle mutual fund capital gain distributions
• Getting a head start for 2024
  • SECURE Act 2.0 highlighting changes going into effect in 2024
  • The Qualified Charitable Distribution for 2024

Thursday, Oct. 19, 2023 | 1:00 p.m. ET

Register now.

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

Webinars are for financial intermediary use only. Not for public distribution.

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.

There are risks involved with investing, including loss of principal. Material to be presented represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only.

Thursday, Nov. 16, 2023 | 1:00 p.m. ET

Register now.

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

Webinars are for financial intermediary use only. Not for public distribution.

Thursday, Dec. 21, 2023 | 1:00 p.m. ET

Register now.

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

Webinars are for financial intermediary use only. Not for public distribution.