Free Seminars

GET EXPERT ADVICE FOR ASSET 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, at any Englewood Bank & Trust office, or by contacting Kerry Hunter at 941-473-3629 or khunter@ebtfl.com.

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 with Dean Hanewinckel of The Law Office of Dean Hanewinckel, P.A.

  • Thursday, Feb. 6, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood
  • Thursday, March 5, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood

Register Today

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

  • Thursday, Jan. 30, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood
  • Thursday, Feb. 20, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood
  • Thursday, March 19, 10 AM, Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood

Register Today

Family Administering Estate Plan-Pitfalls to Avoid

Many have named family to serve in their will, power of attorney and trust while sitting in the attorney’s office. The reality of a relative accessing your bank accounts, IRA assets, investment accounts, insurance policies, and safe deposit boxes may not be as comforting. Learn the pros and cons of family or friends serving in these important fiduciary roles, including costs and liabilities.

  • Thursday. Feb. 13 at 1:30 p.m. at Village on the Isles, Venice

Register Today

Celebrity Estate Planning Mistakes

This seminar will explore estate-planning mistakes made by a variety of celebrities you can learn from and apply to your personal plans. Prince, Robin Williams, James Gandolfini and Ted Williams are a few of the estates explored.

  • Thursday, March 12 at 1:30 p.m. at Village on the Isles, Venice

Register Today

Schedule an Appointment

Call today to make an individual appointment or ask us about scheduling presentations for your organization’s meetings.