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-one-one appointment to review you estate planning documents. 

Upcoming Seminars

Answering Your Questions About Estate and Investment Planning

 

Registration for upcoming seminars will open soon. 

10 AM
Thursday, June 9

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. at the Englewood Florida Chamber of Commerce, 601 South Indiana Ave.

10 AM
Tuesday, June 14

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

10 AM
Thursday, June 23

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.

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

Please complete to form below to request an appointment.