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.
Protecting Your Retirement
Friday, June 29 | 11:00 a.m. to Noon | Gulf Cove 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.
Thursday, July 12 | 11:00 a.m. to Noon | Main Office
Acquire knowledge about standard deviation, duration, and the different types of yields. Gain understanding on how various investments interact with others; their similarities and differences. Discover what you are really paying for your investments and ultimately if they are good investments for your particular situation. Learn about bond risk ratings, relationship between earnings and yield, the Schiller Ratio, how leverage effects your risk, mutual funds risks, and how and why different advisors provide advice. Gain confidence by learning the amount you can comfortably spend in retirement.
What an Executor Should Know
Friday, July 20 | 11:00 a.m. to Noon | Gulf Cove Office
Trust officers serve in this role and can share the details of what is needed. Every estate is different but the role demands certain abilities and skills to have a smooth estate settlement.
How and When a Power of Attorney is Used
Friday, July 27 | 11:00 a.m. to Noon | Main Office
Learn what activates the responsibilities of your agent in a power of attorney document. Review what he or she is responsible for and the skills they should have. Investigate the protections available for you and your assets.
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.