Join us at our Free Seminars
Jeffery A. Bryen, MSA
Free Estate-Planning Seminars
Englewood Bank & Trust is offering a series of free estate-planning seminars to help you prepare for the future. The seminars are held at the Englewood Florida Chamber of Commerce, 601 East Indiana Avenue. While the seminars are free, reservations are required. Please see any Customer Service Representative or contact Kerry Hunter at 941-473-3629 or email@example.com to reserve your seat.
Are You Prepared with a Will or Trust?
Learn the pros and cons of having a will or trust, which approach is more suitable for your needs and how documents would be implemented, administered and settled.
- Thursday, Mar. 8, 10:00-11:30 a.m., with Attorney Fletcher Rush
Building and Maintaining Wealth Throughout Retirement
A comprehensive view of how best to structure your investments for growth to outpace inflation and income needs. Rates of returns for various asset classes will be discussed in addition to proper allocations for stocks, bonds, ETFs and cash. Successful strategies and techniques will be explored.
- Thursday, Feb. 22, 10:00-11:30 a.m., with Portfolio Manager Jeffrey Bryen
- Thursday, Mar. 22, 10:00-11:30 a.m., with Portfolio Manager Jeffrey Bryen
Are you Prepared to Avoid Probate?
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.
- Thursday, Mar. 1, 10:00-11:30 a.m., with Attorney Steve Ledbetter
Are you Prepared to be a Floridian?
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.
- Thursday, Feb. 15, 10:00-11:30 a.m., with Attorney Brady Sharrer
- Thursday, Mar. 15, 10:00-11:30 a.m., with Attorney Dean Hanewinckel
Are Your Prepared with an Estate Plan?
Learn the basics of estate planning, including wills, powers of attorney and health care documents.
- Thursday, Mar. 29, 10:00-11:30 a.m., with Attorney Lori Emery
While the seminars are free, reservations are required.
Please see any Customer Service Representative or contact Kerry Hunter at 941-473-3629 or firstname.lastname@example.org 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.