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.
Thursday, May 3 | 11:00 a.m. to Noon | Gulf Cove Office
We will explore when you should title your assets in your trust name or when you should title things in a special way to protect your assets from creditors and liabilities.
Protecting Your Retirement
Thursday, May 10 | 11:00 a.m. to Noon | Englewood-Main Office
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.
Are You Prepared with a Will or Trust?
Friday, May 18 | 11:00 a.m. to Noon | Gulf Cove Office
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.
What an Executor of Personal Representative of Your Estate Should Know
Thursday, May 24 | 2:00 p.m. to 3:00 p.m. | Englewood-Main Office
Increase your knowledge of the skill sets needed by a good estate administrator of a will. Gather the details of the probate process in terms of time, pros and cons, and how to effectively avoid probate of certain assets and assure your Personal Representative is aware of the details.
How and When a "Power of Attorney" is Used
Thursday, May 31 | 11:00 a.m. to Noon | Gulf Cove Office
Learn what triggers activate the person authorized to act as power of attorney. Review what these individuals are responsible for and what skills they should have. Investigate the protections available for individuals and their assets from a trust officer’s prospective.
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.