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 (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)


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Quick Details

  • Keynote Speaker: Chris Stennett, CFP & Sarah Balk
  • Location: University Club of Tampa
  • Address: 201 N. Franklin St., 38th Floor, Tampa, FL 33602
  • Cost: Free; hors d'oeuvres & refreshments provided.
  • Date: June 5, 2025
  • Time: 05:30 PM - 07:30 PM (EST)

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FIRM FACTS

Saltmarsh is the brand name under which Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund provide professional services. Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Saltmarsh CPAs, Inc. is a licensed independent CPA firm that provides attest services to its clients. Saltmarsh, Cleaveland & Gund and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities falling under the Saltmarsh brand are independently owned and are not liable for the services provided by any other entity providing the services under the Saltmarsh brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Saltmarsh CPAs, Inc. and Saltmarsh, Cleaveland & Gund.