Join us at our Free Seminars
The following seminars are being held at the Englewood Chamber of Commerce, 601 S. Indiana Ave. Englewood, FL.
Are you Prepared to Avoid Probate?
Thursday, February 21st | 10-11AM Co-presenter: Attorney Dean Hanewinckel
Have you carefully reviewed all of your asset titles and beneficiary designations with a trust officer or attorney? We will discuss how best to assign titles and beneficiaries to match your estate plan goals and documents, and if necessary, the probate process. This will save your heirs time and money.
Are you Prepared with an Estate Plan?
Friday, March 8th | 10-11AM Co-presenter: Attorney Lori Wellbaum Emery
This seminar will review the basic elements of an estate plan: last will and testament, power of attorney and health care directives specifics; the benefits of each and the pitfalls to avoid. This will include planning tools for non-married couples and couples who have remarried, plus ways to protect yourself, your loved ones and your assets.
Are you Prepared to be a Floridian?
Thursday, March 21st | 10-11AM Co-presenter: Attorney Dean Hanewinckel
If you are considering establishing domicile in Florida, learn how to benefit fully from no state income tax, homestead exemption and favorable estate planning laws. We’ll help you develop a checklist of what you need to accomplish to become a Floridian and receive the benefits that come with it.
While the seminars are free, reservations are required. Please see any Englewood Bank & Trust Customer Service Representative or contact Kerry Hunter at 941-473-3629 or email@example.com to reserve your seat.
Our experienced professionals present important information designed to help attendees achieve the financial goals established for themselves and their heirs. They are also available for one-on-one, confidential appointments in which they will take the time to thoroughly understand the important details of your financial position, discuss your plans for the future and help you identify investment, tax and estate planning opportunities.
Call today to make an individual appointment, or ask us about scheduling presentations for your organization’s meetings.
Investments are not a deposit, not FDIC insured, not insured by any federal government agency, not bank guaranteed and may lose value.