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Wealth Dream Tracker Workshop

January 31 @ 6:00 pm - 8:00 pm

Join Kalejta Financial Management and Optimized Advisors as they come together to showcase a complimentary and interactive workshop. They will inform you how to better utilize the “Wealth and Dream Tracker” program in 2019!
Prior to beginning the presentation, you’ll will be treated light refreshments and a behind-the-scenes look at SEI and a guided tour of the West Collection – an art collection that is currently on a long-term loan to SEI. The West Collection has been built over 19 years and includes 3,100 compelling contemporary works from over 700 leading International artists.Location: SEI Corporate Headquarters,  Freedom Valley Drive, Oaks, PA 19456
Guest Speaker:Kim Naples, Founder, Optimized Advisors, LLC.
Limited seating. RSVP by January 23rd. For more information contact Kelly Sutter, 610-831-2195 x 6


January 31
6:00 pm - 8:00 pm
Event Category:


SEI Investments
Freedom Valley Drive
Oaks, PA 10456
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