Englewood Bank and Trust

Englewood Bank & Trust

Join us at our Free Seminars

Presenters:  

Kerry Hunter Head shot

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

Jeffery A. Bryen, MSA
Portfolio Manager
941-740-3158
jbryen@ebtfl.com


Estate Planning Basics

Thursday, October 26 | 10am         
Thursday, December 6 | 10am

Englewood Chamber of Commerce
601 South Indiana Avenue

Presented by Attorney Lori Wellbaum Emory

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.


2018 Tax Reform: Learn how it affects you!

Wednesday, November 14 | 8am
Venice Yacht Club
1330 Tarpon Center Drive, Venice

Speakers:
Fletcher H. Rush, Attorney
Farr Law Firm

Thomas J. Hanks, CPA
Robinson, Hanks, Young & Roberts, P.A.

  • An overview of the Tax Cuts and Jobs Act of 2018
  • Key features for individuals and businesses
  • How changes will affect estate planning, including estate and gift tax credits
  • How existing planning techniques may change

Continental breakfast will be provided at this seminar. 


Are You Prepared to be a Floridian?

Thursday, November 29 | 10am
Englewood Chamber of Commerce
601 South Indiana Avenue

Presented by Attorney Dean Hanewinckel

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.

While the seminars are free, reservations are required. Please see any Englewood Bank & Trust Customer Service Representative or contact Kerry Hunter at 941-473-3629 or khunter@ebtfl.com 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.