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.

Quarterly Market Review: 4th Quarter 2022February 2, 2023 - Zoom (11:30 AM CST/12:30 PM EST)

Join Mark Hemby, CFA®, Senior Financial Advisor, 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 4th 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.

REGISTER NOW

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. 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: Christina Doss, AAMS & Chad Burns, CIMA
Location: Zoom (11:30 AM CST/12:30 PM EST)
Address: Connection information will be provided upon registration.
Date: February 2, 2023
Time: 11:30 AM - 12:00 PM (CST)

Navigating Loss (Part 1 of the Building Confidence: A Woman-Focused Series)March 7, 2023 - Pensacola, FL

Part 1: Navigating Loss. Legal, financial and logistical challenges can add to the heavy emotional burden left after losing a loved one. While loss can be a difficult topic to discuss, one of the best ways to demonstrate care for your loved ones is to create a plan to assist in navigating the passing of a family member. Whether you have recently lost a loved one or hope to ease the burden for the current or next generation, this panel of experts will address your questions on estate and financial planning, emotional wellness and end-of-life medical care.

This is an in-person event series in Pensacola, Florida, and space is limited. Lite bites and beverages will be provided.

Over the next couple of months, Saltmarsh Financial Advisors will host a 4-part woman-focused series centered on building confidence and community around the unique financial situations women may face in their lives. Each session will focus on the central themes of navigating loss, divorce, caregiving, or philanthropic giving. Click here to learn more about the upcoming sessions and speakers.