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

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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

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 A. Wellbaum of Wellbaum Law, P.A.

June 8 | Englewood Chamber of Commerce

July 13 | Englewood Chamber of Commerce

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.

June 15 | Englewood Chamber of Commerce

July 20 | Englewood Chamber of Commerce

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

Please complete to form below to request an appointment.

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