Get expert advice for Estate Planning and Investment Management by attending an upcoming seminar.
 

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Due to the increase in COVID-19 cases in our area, lobby access is by appointment only.

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. 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 or by contacting Kerry Hunter at 941-473-3629 or khunter@ebtfl.com.

Thursday, Jan. 28
10-11:30 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 with Dean Hanewinckel of the law office of Dean Hanewinckel, P.A. at the Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood.

While this seminar is free, reservations are required. Seating is limited to allow for social distancing.

register here
Thursday, Feb. 4
10-11:30 am

Are You Prepared for Changes in the Interest Rates and Market Values?

Learn how your investments will react if interest rates drop or increase. Find out the best options for your portfolio to endure stock market movements so you can still accomplish your financial goals. Find ways through active selection to invest in higher quality and lower duration assets to stabilize your portfolio.Presented with Portfolio Manager Samuel A. Kiburz.

While this seminar is free, reservations are required. Seating is limited to allow for social distancing.

Register Here
Thursday, Feb. 11
10-11:30 AM

Estate-Planning Basics

This seminar will review the basic elements of an estate plan, including last will and testament, power of-attorney, and healthcare directives, focusing on the specifics and benefits of each and the pitfalls to avoid. Thes eminar 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 the law office Wellbaum & Emery, P.A. at the Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood.

While this seminar is free, reservations are required. Seating is limited to allow for social distancing.

register here
Thursday, Feb. 25
10-11:30 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 with Dean Hanewinckel of the law office of Dean Hanewinckel, P.A. at the Englewood Chamber of Commerce, 601 South Indiana Avenue, Englewood.

While this seminar is free, reservations are required. Seating is limited to allow for social distancing.

Register Here

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

We are able to meet with you online or in a large conference room to allow us to follow social distancing guidelines. Please complete to form below to request an appointment.