Englewood Bank offers free estate-planning seminars

Englewood, Fla., Jan. 5, 2021 – Start the new year off right by registering for the complimentary Trust and Investment Management seminars hosted by Kerry Hunter, Trust Development Officer at Englewood Bank & Trust. The seminars take place from 10-11:30 a.m. at the Englewood Chamber of Commerce or the main office of Englewood Bank & Trust. Portfolio Manager Samuel A. Kiburz will join Hunter for a Jan. 21 seminar on investment tools. His seminar is bookended by sessions featuring local attorneys Lori Wellbaum Emery and Dean Hanewinckel, who will be joining Hunter.

Estate-Planning Basics
Thursday, Jan. 14
Englewood Chamber of Commerce, 601 South Indiana Avenue
Presented with Lori Wellbaum Emery of Wellbaum & Emery, P.A.
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.

Exchange Traded Funds vs. Mutual Funds
Thursday, Jan. 21
Englewood Bank & Trust, Main Branch, 1111 S. McCall Road
Presented with Portfolio Manager Samuel A. Kiburz
Explore the details of how each investment tool works; its costs, performance measurements and tax liability. Learn the pros and cons of each. Gain insight into target, sector, and specialty funds, and the risks of each.

Becoming a Floridian
Thursday, Jan. 28
Englewood Chamber of Commerce, 601 South Indiana Avenue
Presented with Dean Hanewinckel of the law office of Dean Hanewinckel, P.A.
Are you considering being domiciled in Florida or have moved here from another state to benefit fully from homestead laws, no state income tax and favorable estate planning codes? Will your out-of-state documents work in Florida as you had hoped? Join us to examine the checklist you need to complete to become a Floridian, common problems with other states’ documents, and some helpful tips.

To register, visit www.englewoodbank.com or contact Hunter at 941-473-3629 or khunter@ebtfl.com. Face coverings are required, and participants are being asked to please practice social distancing. Due to limited seating, Hunter is asking attendees to let her know if they plan on bringing additional guests.

ABOUT THE BANK: Englewood Bank & Trust is part of the Crews Banking Corporation, a family-owned-and-operated Florida bank holding company providing local financial services for more than 90 years. Now in its fourth generation of family leadership, it remains dedicated to delivering world-class service to every customer, every time. The corporation’s system of premier community banks also includes Charlotte State Bank & Trust, Crews Bank & Trust, and Wauchula State Bank.