Free Seminars

GET EXPERT ADVICE FOR estate PLANNING AND asset MANAGEMENT.

Englewood Bank & Trust’s experienced trust officers share their expertise through free seminars. They discuss a range of topics related to how estate planning can help you prepare for the future.

Learn how you can achieve your financial goals for yourself and your heirs. Attend an upcoming event for free.

Estate Planning and Asset Management Seminars

Seminars are free and open to the public, but reservations are required due to limited seating. 

Reservations may be made online or by contacting Kerry Hunter at 941-473-3629 or khunter@ebtfl.com.

Thursday, April 29
10 - 11 am

Becoming a Floridian

Considering being domiciled in Florida or have moved here from another state to benefit fully from homestead law, no state income tax, and favorable estate planning codes? Will your out-of-state documents work inFlorida as you had planned? Join us to explore your checklist to be a Floridian, common problems with other states’ documents, and some helpful tips.

Presented with Dean Hanewinckel of the Law Office of Dean Hanewinckel, P.A.

Register here
Thursday, May 13
10 - 11 am

Estate Planning Mistakes to Avoid

"Oops" is not a word someone wants associated with their estate plans. This seminar will discuss the basics of estate planning, including last will and testament and power of attorney, and offer examples real-life mistakes we can learn from and apply to our personal plans.

Presented with Leslie Lohn of the Law Office of Leslie Lohn, LLC.

Register Here
Thursday, May 20
10 - 11 am

Becoming a Floridian

Considering being domiciled in Florida or have moved here from another state to benefit fully from homestead law, no state income tax, and favorable estate planning codes? Will your out-of-state documents work inFlorida as you had planned? Join us to explore your checklist to be a Floridian, common problems with other states’ documents, and some helpful tips.

Presented with Lori Wellbaum Emery of Wellbaum & Emery, P.A.

Register Here
Thursday, June 10
10 - 11 am

Estate Planning Basics

This seminar will review the basic elements of an estate plan, including last will and testament, power of attorney, and healthcare 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.

Presented with Lori Wellbaum Emery of Wellbaum & Emery, P.A.

Register Here
Thursday, June 24
10 - 11 am

Becoming a Floridian

Considering being domiciled in Florida or have moved here from another state to benefit fully from homestead law, no state income tax, and favorable estate planning codes? Will your out-of-state documents work inFlorida as you had planned? Join us to explore your checklist to be a Floridian, common problems with other states’ documents, and some helpful tips.

Presented with Dean Hanewinckel of the Law Office of Dean Hanewinckel, P.A.

Register Here

Schedule a no-obligation appointment to review your estate planning documents.

We are able to meet with you online or in a large conference room to allow us to follow social distancing guidelines. Please complete to form below to request an appointment.