Join us at our Free Seminars
Jeffery A. Bryen, MSA
Free Estate-Planning and Asset Management: Best Practices
Englewood Bank & Trust is offering a free estate-planning seminar to help you prepare for the future. The seminar will be held at:
- Englewood Main Office - 1111 S. McCall Road, Englewood
- Gulf Cove Office - 12651 S. McCall Road, Port Charlotte
While the seminars are free and open to the public, 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.
Friday, August 24th | 11:00 a.m. to Noon | Main Office
Charitable gifting can be a powerful tool for both estate planning and tax management.
Wills vs. Trust
Thursday, August 30th | 11:00 a.m. to Noon | Gulf Cove Office
Ever wonder which plan is best for you? What to know what the pros & cons of each is? This seminar will delve into the details of each document and how they are implemented, administered, and settled.
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.