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.

Estate Planning Essentials: Securing Your Legacy & Protecting Your Future (Pensacola)June 3, 2025 - Saltmarsh Office

Estate planning is more than just drafting a will—it’s about ensuring your loved ones are cared for, your assets are protected, and your legacy is preserved. Join Saltmarsh Financial Advisors in Pensacola on Tuesday, June 3rd, from 5:30 - 7:30 pm for an insightful evening where our financial experts will walk you through the key components of a solid estate plan, from wills and trusts to tax strategies and avoiding common pitfalls.

Whether you're just starting or looking to refine your current plan, this session will equip you with the knowledge and tools to make informed decisions. What you'll learn:

Take control of your asset distribution and minimize future uncertainties.
Avoid common costly mistakes that could impact your family and financial goals.
Leverage tax-efficient strategies to maximize your estate’s value.
Collaborate effectively with your financial advisor, attorneys, and CPA.

Featured speakers: Michael Hall, CFP (Director, Saltmarsh Financial Advisors), Mark Hemby, CFA, CFP (Senior Financial Associate, Saltmarsh Financial Advisors) & William A. Bond (Partner, McDonald Fleming Attorneys at Law).

REGISTER NOW

Quick Details

Keynote Speaker: Michael Hall, CFP, Mark Hemby, CFA, CFP & William A. Bond
Location: Saltmarsh Office
Address: 900 N. 12th Ave, Pensacola, FL 32501
Cost: Free; hors d'oeuvres & refreshments provided.
Date: June 3, 2025
Time: 05:30 PM - 07:30 PM (CST)

Estate Planning Essentials: Securing Your Legacy & Protecting Your Future (Tampa)June 5, 2025 - University Club of Tampa

Estate planning is more than just drafting a will—it’s about ensuring your loved ones are cared for, your assets are protected, and your legacy is preserved. Join Saltmarsh Financial Advisors in Pensacola on Thursday, June 6th, from 5:30 - 7:30 pm for an insightful evening where our financial experts will walk you through the key components of a solid estate plan, from wills and trusts to tax strategies and avoiding common pitfalls.

Whether you're just starting or looking to refine your current plan, this session will equip you with the knowledge and tools to make informed decisions. What you'll learn:

Take control of your asset distribution and minimize future uncertainties.
Avoid common costly mistakes that could impact your family and financial goals.
Leverage tax-efficient strategies to maximize your estate’s value.
Collaborate effectively with your financial advisor, attorneys, and CPA.

Featured speakers: Chris Stennett, CFP (Senior Financial Associate, Saltmarsh Financial Advisors) & Sarah Balk (Senior Associate, Shutts & Bowen LLP)