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.


WEBINAR: Foundations of Financial StabilityOctober 12, 2022 - GoToWebinar (10:00 AM CST/11:00 AM EST)

When you hear the words financial goals, what comes to mind? Perhaps you’re thinking about big goals like buying a home or paying off student loans. While it’s important to have financial goals, it’s more important to have a solid foundation and plan for achieving them.

Join Saltmarsh Financial Advisors on National Savings Day for a high-level overview of initial financial objectives. Our speakers, Pierce Broscious, CFP® and Sarah Horne, will share tips on managing money and financial risks, preparing for the future and investing so that financial stability isn’t an unattainable dream.

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Can't make the webinar? Register to receive the recording and follow-up materials. 

Quick Details

  • Keynote Speaker: Pierce Broscious, CFP & Sarah Horne
  • Location: GoToWebinar (10:00 AM CST/11:00 AM EST)
  • Address: Connection information will be provided upon registration.
  • Date: October 12, 2022
  • Time: 11:00 AM - 10:30 AM (CST)

Quarterly Market Review: 3rd Quarter 2022October 25, 2022 - Zoom (11:30 AM CST/12:30 PM EST)

Join Senior Saltmarsh Financial Advisor, Chris Stennett, CFP®, and guest Chad Burns, CIMA®, from Dimensional Fund Advisors for a Quarterly Market Review to discuss recent market events and implications to investors and address top-of-mind client questions from the 3rd quarter of 2022.

Due to the short program, this webinar will not be recorded, and attendees are encouraged to submit questions during registration for our advisors to follow up.


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About the Guest
Chad Burns is a Regional Director in Dimensional’s Independent Advisor Group. Chad supports registered investment advisors in Florida and Puerto Rico.  Prior to joining Dimensional, Chad spent the previous 20 years with Charles Schwab with his most recent experience as a Managing Director leading an investment consulting team focused on supporting large institutional relationships. Chad has a BS in Finance from Florida State University and holds the CIMA® designation. 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 www.dimensional.com

Quick Details

  • Keynote Speaker: Chris Stennett, CFP & Chad Burns, CIMA
  • Location: Zoom (11:30 AM CST/12:30 PM EST)
  • Address: Connection information will be provided upon registration.
  • Date: October 25, 2022
  • Time: 11:30 AM - 12:00 PM (CST)

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