Questions about estate planning or managing assets?  Attend a free seminar in Englewood or Venice. 

With the safety of our employees and customers our top priority, we are closely monitoring the track of Hurricane Ian. At this time, all locations are open regular hours. As the track of the storm becomes more defined, please check back for changes in business service hours.

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. Register for an upcoming seminar, or schedule a one-on-one appointment to review you estate planning documents. 

Upcoming Seminars

Answering Your Questions About Estate and Investment Planning

Join Kerry Hunter for estate-planning and investment seminars designed to give you information you need to know to ensure and protect you financial legacy. Register for one or all of our upcoming seminars through Eventbrite by following the links below, or contact Kerry Hunter at 941-473-3629.

Tuesday, Oct. 4
10 AM
EBT Englewood

Investment Bond Risk and How to Avoid It

Are your “safe” assets actually the riskiest? Did they lose value more than expected when the market pulled back? Avoiding high yield (junk) bonds, Step-up notes, indexed annuities and leveraged assets can allow your portfolio to hold its value in bull and bear markets. Learn how portfolio managers analyze and screen fixed income assets. If you have mutual funds, exchange traded funds or individual bonds, this presentation will help in many ways.

Presented by Christopher Eckstrom, MBA, Portfolio Manager at the main office of Englewood Bank & Trust, 1111 S. McCall Rd.

Register here
Thursday, Oct. 6
10 AM
Englewood Chamber

Estate Planning Basics

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.

Presented with Lori Wellbaum Emery of Wellbaum & Emery, P.A. at the Englewood Florida Chamber of Commerce, 601 South Indiana Ave.

Register Here
Thursday,
Oct. 20
10 AM
Englewood Chamber

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 in Florida 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 by Kerry Hunter with Dean Hanewinckel of the Law Office of Dean Hanewinckel, P.A. at the Englewood Florida Chamber of Commerce, 601 South Indiana Ave.

Register Here
Tuesday,
Oct. 25
10 AM
VABI Building

Estate Planning 101

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.

Presented with Callie Cowan, Esq., of Ledbetter Law Group of Venice at Venice Area Beautification, Inc., 257 Tamiami Trail N.

Register Here
Wednesday,
Oct. 26
10 AM
EBT Venice

Mutual Funds vs. Exchange Traded Funds

Explore how each investment tool works, its costs, performance measurements, and possible tax implications. Learn the pros and cons of each. Gain insight into target funds, sector funds, and specialty funds and the risks of each.

Presented with Christopher Eckstrom, MBA, Portfolio Manager at Englewood Bank & Trust Conference Room, 207 S. Tamiami Trail

Register Here

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

Please complete to form below to request an appointment.