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.

Investments & Taxes: Understanding the Benefits of a Coordinated Approach - Pensacola, FLJanuary 28, 2020 - Pensacola, FL

Saltmarsh Financial Advisors invite you to join us for an Investments & Taxes event from 8:00 - 9:30 AM on Tuesday, January 28th in Pensacola, FL. The session will shed a light on how a 'one team' approach to planning for your financial future provides peace of mind and benefits your bottom line.

This session will feature a panel discussion including financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors and Dimensional Fund Advisors to help answer your questions and leave you with a better understanding on the benefits of a coordinated approach to planning for your future.

To RSVP, please contact Nancy Patton by email or by phone at (800) 477-7458 

Quick Details

• Location: Pensacola, FL
• Address: Pensacola Yacht Club, 1897 Cypress St., Pensacola FL
• Cost: N/A; breakfast & refreshments provided
• Date: January 28, 2020
• Time: 08:00 AM - 09:30 AM

Investments & Taxes: Understanding the Benefits of a Coordinated Approach - Destin, FLJanuary 28, 2020 - Destin, FL

Saltmarsh Financial Advisors invite you to join us for an Investments & Taxes event from 5:00 - 6:30 PM on Tuesday, January 28th in Destin, FL. The session will shed a light on how a 'one team' approach to planning for your financial future provides peace of mind and benefits your bottom line.

This session will feature a panel discussion including financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors and Dimensional Fund Advisors to help answer your questions and leave you with a better understanding on the benefits of a coordinated approach to planning for your future.

To RSVP, please contact Nancy Patton by email or by phone at (800) 477-7458 

Quick Details

• Location: Destin, FL
• Address: Regatta Bay Clubhouse (465 Regatta Bay Blvd., Destin FL)
• Cost: N/A; cocktails & light bites provided
• Date: January 28, 2020
• Time: 05:00 PM - 06:30 PM

Investments & Taxes: Understanding the Benefits of a Coordinated Approach - Tallahassee, FLJanuary 29, 2020 - Tallahassee, FL

Saltmarsh Financial Advisors invite you to join us for an Investments & Taxes event from 11:30 - 1:00 PM on Wednesday, January 29th in Tallahassee, FL. The session will shed a light on how a 'one team' approach to planning for your financial future provides peace of mind and benefits your bottom line.

This session will feature a panel discussion including financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors and Dimensional Fund Advisors to help answer your questions and leave you with a better understanding on the benefits of a coordinated approach to planning for your future.

To RSVP, please contact Nancy Patton by email or by phone at (800) 477-7458 

Quick Details

• Location: Tallahassee, FL
• Address: Governors Club (202 S. Adams St., Tallahassee, FL)
• Cost: N/A; lunch & refreshments provided
• Date: January 29, 2020
• Time: 11:30 AM - 01:00 PM

Investments & Taxes: Understanding the Benefits of a Coordinated Approach - Tampa, FLJanuary 30, 2020 - Tampa, FL

Saltmarsh Financial Advisors invite you to join us for an Investments & Taxes event from 11:30 - 1:00 PM on Thursday, January 30th in Tampa, FL. The session will shed a light on how a 'one team' approach to planning for your financial future provides peace of mind and benefits your bottom line.

This session will feature a panel discussion including financial planning, tax, estate and investment professionals from Saltmarsh Financial Advisors and Dimensional Fund Advisors to help answer your questions and leave you with a better understanding on the benefits of a coordinated approach to planning for your future.

To RSVP, please contact Nancy Patton by email or by phone at (800) 477-7458 

Quick Details

• Location: Tampa, FL
• Address: The University Club (201 N. Franklin St., 38th Floor, Tampa, FL)
• Cost: N/A; lunch & refreshments provided
• Date: January 30, 2020
• Time: 11:30 AM - 01:00 PM

• Investments & Taxes: Understanding the Benefits of a Coordinated Approach - Pensacola, FL
• Investments & Taxes: Understanding the Benefits of a Coordinated Approach - Destin, FL
• Investments & Taxes: Understanding the Benefits of a Coordinated Approach - Tallahassee, FL
• Investments & Taxes: Understanding the Benefits of a Coordinated Approach - Tampa, FL