Seminars by Saltmarsh Our Commitment to Excellence

As a part of our commitment to help our clients and professionals achieve excellence, Saltmarsh provides specialized training which they can use to sharpen their skills, better understand their industries, and advance their careers.

Check the listing of upcoming seminars below to see what's coming up near you.


Refining Investment Advice with Weston Wellington - Pensacola, FLJanuary 23, 2019 - Pensacola Yacht Club

Join us for an exclusive lunch presentation with Weston Wellington, of Dimensional Fund Advisors, an investment firm widely recognized for their Nobel-Prize winning research, as he explains the science behind Dimensional’s Nobel-Prize winning research and how it has inspired a more sophisticated approach to investing.

Traditional investment approaches strive to beat the market by taking advantage of pricing “mistakes” and attempting to predict the future. Too often, this proves costly and futile. Predictions go awry and managers may hold the wrong securities at the wrong time, missing the strong returns markets can provide. The futility of speculation is good news for the investor. It suggests that prices for public securities are fair and that portfolio structure, not mispricing, helps explain differences in average returns. It also proposes that it may be possible to outperform markets, but not without balancing risks and costs against expected returns.

Financial research identifies what we believe to be the sources of investment returns. What is the science behind this research? Who developed it? How should it be put to use? During this presentation, Weston Weillington will explain the story every investor needs to hear.

Wellington is a Vice President with Dimensional Fund Advisors and one of the firm’s market research experts. He works closely with financial advisors in the US, Canada, Europe, and Australia, providing education around Dimensional's investment philosophy. One of the firm’s most engaging speakers, Weston also is an accomplished writer whose column, Down to the Wire, appears regularly on Dimensional’s client website. 

Wednesday, January 23, 2019
11:30-1:00PM

Pensacola Yacht Club
1897 Cypress St, Pensacola, Florida 32501

Please RSVP by January 18th
RSVP by email or call Jayme Terrell at (850) 435-8300 

 

RELATED INFORMATION

About Dimensional Fund Advisors
Dimensional Financial Advisors is a leading global investment firm that has been translating academic research to practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through advanced portfolio design and careful implementation. To learn more, visit dimensional.com.

About Saltmarsh Financial Advisors
Saltmarsh Financial Advisors, LLC is a financial planning and investment management service provider with decades of industry experience. We deliver cash-flow based financial planning and industry leading state-of-the-art portfolio design with investment philosophies based on Nobel Prize recognized academic research regarding capital markets and the science of investing to our clients. As a fee-only registered investment advisory firm, we receive no compensation from the funds we recommend.

Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund, a leading accounting and consulting firm with offices in Orlando, Tampa, Pensacola and Fort Walton Beach, FL and Nashville, TN. To learn more about us, please visit saltmarshfa.com or saltmarshcpa.com.

Quick Details

  • Keynote Speaker: Weston Wellington
  • Location: Pensacola Yacht Club
  • Address: 1897 Cypress St., Pensacola, Florida 32501
  • Cost: $0.00 Lunch will be provided.
  • Date: January 23, 2019
  • Time: 11:30 AM - 01:00 PM
  • Download: View Event Postcard

The Evolution of Investing with Apollo Lupescu, PhD - Tampa, FLFebruary 20, 2019 - University Club of Tampa

Join us in Tampa for an exclusive lunch with Apollo Lupescu, PhD, of Dimensional Fund Advisors, an investment firm widely recognized for their Nobel-Prize winning research, as he explains the evolution of investing in the stock market and how these developments have engendered a different approach of deploying capital.

Apollo is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. With experience in a variety of practical subjects, he is commonly referred to as Dimensional’s “secretary of explaining stuff” and presents around the world, representing the firm at conferences and events. Before joining Dimensional, he had his own consulting firm, and worked with the US Department of State and the White House on a variety of projects.

Wednesday, February 20, 2019
12:00-1:30PM

University Club of Tampa
201 N. Franklin St., 38th Floor, Tampa, Florida 33602

Please RSVP by February 15th
RSVP by email or call Jayme Terrell at (813) 287-1111

 

RELATED INFORMATION

About Dimensional Fund Advisors
Dimensional Financial Advisors is a leading global investment firm that has been translating academic research to practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through advanced portfolio design and careful implementation. To learn more, visit dimensional.com.

About Saltmarsh Financial Advisors
Saltmarsh Financial Advisors, LLC is a financial planning and investment management service provider with decades of industry experience. We deliver cash-flow based financial planning and industry leading state-of-the-art portfolio design with investment philosophies based on Nobel Prize recognized academic research regarding capital markets and the science of investing to our clients. As a fee-only registered investment advisory firm, we receive no compensation from the funds we recommend.

Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund, a leading accounting and consulting firm with offices in Orlando, Tampa, Pensacola and Fort Walton Beach, FL and Nashville, TN. To learn more about us, please visit saltmarshfa.com or saltmarshcpa.com.

Quick Details

  • Keynote Speaker: Apollo Lupescu, PhD
  • Location: University Club of Tampa
  • Address: 201 N. Franklin St., 38th Floor, Tampa, Florida 33602
  • Cost: $0.00 N/A; Lunch will be provided.
  • Date: February 20, 2019
  • Time: 12:00 PM - 01:30 PM
  • Download: View Event Postcard

Saltmarsh CPA - Who We Are

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Contact Us

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(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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