Englewood Bank and Trust

Englewood Bank & Trust

Join us at our Free Seminars

Presenter:

Kerry Hunter Head shot

Kerry Hunter
Trust Business Development Officer
941-473-3629
khunter@ebtfl.com


Are You Prepared?
Englewood Bank & Trust is offering a series of free estate-planning seminars to help you prepare for the future.  The seminars will be held on consecutive Thursdays from  11 a.m. to noon at Englewood Bank & Trust’s main office,  1111 S. McCall Road, and Gulf Cove office, 12651 S. McCall Road.
 
Are You Prepared with a Will or Trust?
Thursday, Sept. 5, Main Office, 1111 S. McCall Road
Hunter explains the pros and cons of having a will or trust, which approach is more suitable for your needs, and ways these documents can influence how your estate plan is implemented, administered and settled.
 
Are You Prepared with Estate-Planning Basics
Thursday, Sept. 12, Gulf Cove Office, 12651 S. McCall Road
This seminar will review the basic elements of an estate plan, including last will and testament, power of attorney, and health care directives, focusing on the specifics and benefits of each and the pitfalls to avoid. The seminar will also 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 with Asset Protection?
Thursday, Sept. 19, Gulf Cove Office,  12651 S. McCall Road
Hunter will explore the pros and cons of titling your assets in your trust name or when you should title accounts in a special way to protect your assets from creditors and liabilities. She will discuss umbrella policies and what assets should be covered.
 
The seminars are free and open to the public, but reservations are required. Reservations may be made at any Englewood Bank & Trust office or by contacting Hunter at 941-473-3629 or khunter@ebtfl.com. Additional information is available at www.englewoodbankandtrust.com

 


 

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.