Estate Planning Essentials
Securing Your Legacy & Protecting Your Future
Tuesday, June 3 | Pensacola
5:30 - 7:30 pm @ the Saltmarsh Office
Thursday, June 5 | Tampa
5:30 - 7:30 pm @ 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 or Tampa 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:
- How to take control of your asset distribution and reduce future uncertainties.
- The most common estate planning mistakes and how to avoid them to protect your family and financial goals.
- Tax-efficient strategies designed to help maximize your estate's value.
- Ways to collaborate effectively with your financial advisor, attorney, and CPA for a cohesive planning experience.
Sessions & Registration
Pensacola
Tuesday, June 3
5:30 - 7:30 pm
Saltmarsh Office
(900 N. 12th Ave., Pensacola, FL 32501)
Tampa
Thursday, June 5
5:30 - 7:30 pm
University Club of Tampa
(201 N. Franklin St., 38th Floor, Tampa, FL 33602)
Featured Panelists
Michael Hall, CFP®
Saltmarsh Financial Advisors
Director
With over 22 years of expertise in asset management and financial planning, he specializes in delivering comprehensive wealth management solutions that integrate asset management with tax planning and risk management.
Michael’s extensive experience in portfolio management focuses on risk management and diversification, helping clients achieve their goals without exposing them to unnecessary risk. With a keen interest in the complex nature of investment markets, Michael thrives on the challenges that come with helping clients navigate financial landscapes, making him a trusted partner for those seeking strategic financial growth.
Chris Stennett, CFP®
Saltmarsh Financial Advisors
Senior Financial Advisor
Chris serves individuals and organizations as a comprehensive financial planner and coordinator of investment activities. His areas of expertise include investment management, income planning, tax and estate planning and risk management. Chris has over 15 year's experience as a wealth manager working with high-net worth families and privately held business owners across the U.S.
Chris is an accomplished presenter known for being able to convey highly technical concepts to every investor. Chris was recently invited to speak at the Tennessee Banker's Association Trust and Wealth Management Conference in Nashville, TN where he presented on the SECURE Act 2.0.
William A. Bond
McDonald Fleming
Partner
William (“Bill”) A. Bond is a partner with McDonald Fleming, and has been with the firm since 2005. Bill is admitted to practice in Florida (since 2005) and Texas (since 1987). Bill has been engaged in the private practice of law and has served as in-house counsel at Mary Kay Inc. in Dallas, Texas. Bill's experience includes assisting individuals with their estate planning, business planning, and tax planning needs; representing clients in business transactions such as sales and purchases of businesses and financing transactions; commercial and probate litigation; and representing executors, administrators, guardians, trustees, and beneficiaries in trust and probate matters.
Sarah K. Balk
Shutts & Bowen LLP
Senior Associate
Sarah is a member of the Private Client Services Practice Group at Shutts & Bowen. Sarah advises clients with regard to wills, trusts, power of attorneys, health care directives, estate and gift tax planning, GST tax planning, planned giving, probate administration, trust administration, business and wealth transition planning. She represents individuals, fiduciaries, and beneficiaries.
Sarah earned her J.D., magna cum laude, from The University of Akron School of Law, where she held multiple leadership roles and was honored with several academic scholarships. She was a Regional Champion and National Runner-Up in the AAJ Student Trial Advocacy Competition and served on the Executive Board of the Akron Bar Association as an Ex-Officio Member. Sarah also holds a B.A. in Criminal Justice from Florida Atlantic University.