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, June 24
10 - 11 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.

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.