Our Englewood Drive-Thru location at 1111 S. McCall Road has reopened.  (The branch lobby sustained significant damage and will remain closed at this time.)

Get an experienced trust officer’s perspective on Estate Planning and Asset Management. Attend a free seminar.

Hurricane Relief Resources

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.

Select Dates
10 AM

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 with Christopher Eckstrom, MBA, Portfolio Manager.

Feb. 22 | Englewood Bank & Trust Venice

Select Dates
10 AM

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 by Kerry Hunter with Lori Wellbaum Emery of Wellbaum & Emery, P.A.

Feb. 2 | Englewood Chamber of Commerce

March 2 | Englewood Chamber of Commerce

Select Dates
10 AM

Estate Planning Mistakes

"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 of 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.

March 23 | Englewood Chamber of Commerce

Select Dates
10 AM

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

Feb. 21| Venice Area Beautification, Inc.

March 28| Venice Area Beautification, Inc.

Select Dates
10 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 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.

Feb. 9 | Englewood Chamber of Commerce

March 9 | Englewood Chamber of Commerce

Select Dates
10 AM

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

Feb. 7 | Englewood Bank & Trust Gulf Cove

Select Dates
10 AM

Investments: Stocks, Bonds and ETFs

These essential investment options will be examined. The focus will be on low-cost ways to build an efficient portfolio to grow wealth with market-like returns. Tips to convert current holdings will be shared.

Presented with Christopher Eckstrom, MBA, Portfolio Manager.

March 7 | Englewood Bank & Trust Gulf Cove

Select dates
10 am

Maximize Bond Income with Low Risk

Bonds can be riskier than stocks, so learning how best to build your bond reserve with quality choices is imperative. Learn how to prudently select and value how much you should place in bonds to protect your income needs during bear markets.

Presented by Christopher Eckstrom, MBA, Portfolio Manager.

March 29 | Englewood Bank & Trust Venice

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

Please complete to form below to request an appointment.