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MORE Business News
home : our community : more business news
January 21, 2020


1/2/2020 3:13:00 PM
Free Trust Seminars Offered In January
Kerry Hunter
Kerry Hunter

Free Trust Seminars Offered In January
 
Trust Development Officer Kerry Hunter of Englewood Bank & Trust is offering a trio of free financial seminars this month. She will be joined by prominent local attorneys Lori Wellbaum Emery, Dean Hanewinckel and A.J. Stickley. They will provide timely information on estate planning and other topics designed to help individuals achieve their financial goals for themselves and their heirs.
Becoming a Floridian
Thursday, Jan. 16, 10-11 a.m.
Englewood Chamber of Commerce, 601 South Indiana Avenue
Presented with Dean Hanewinckel of the law office of Dean Hanewinckel, P.A.
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 in examining the checklist you need to complete to become a Floridian, common problems with other states’ documents and some helpful tips.
Elder Protection from Exploitation
Friday, Jan. 17, 10-11:30 a.m.
Englewood Bank & Trust Main Office Boardroom, 1111 S McCall Road
Presented with A.J. Stickley of the law office of A. Stickley III. P.A.
Financial exploitation is a fast-growing form of abuse of seniors. Learn how to protect yourself and your loved ones against losing money or possessions to scams, fraud and exploitation.
 
Estate-Planning Basics
Thursday, Jan. 30, 10-11 a.m.
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. This seminar will also highlight and review the role of the agent, including ways to protect yourself and your assets, from a Trust Officer’s perspective.
The seminars are free and open to the public, but due to limited seating, reservations are required. Reservations may be made at any Englewood Bank & Trust office or by contacting Hunter at 941-473-3629 or khunter@ebtfl.com. Additional information is available at www.englewoodbankandtrust.com.
Trust Development Officer Kerry Hunter of Englewood Bank & Trust is offering a trio of free financial seminars this month. She will be joined by prominent local attorneys Lori Wellbaum Emery, Dean Hanewinckel and A.J. Stickley. They will provide timely information on estate planning and other topics designed to help individuals achieve their financial goals for themselves and their heirs.
 
Becoming a Floridian
Thursday, Jan. 16, 10-11 a.m.
Englewood Chamber of Commerce, 601 South Indiana Avenue
Presented with Dean Hanewinckel of the law office of Dean Hanewinckel, P.A.
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 in examining the checklist you need to complete to become a Floridian, common problems with other states’ documents and some helpful tips.
Elder Protection from Exploitation
Friday, Jan. 17, 10-11:30 a.m.
Englewood Bank & Trust Main Office Boardroom, 1111 S McCall Road
Presented with A.J. Stickley of the law office of A. Stickley III. P.A.
Financial exploitation is a fast-growing form of abuse of seniors. Learn how to protect yourself and your loved ones against losing money or possessions to scams, fraud and exploitation.
 
Estate-Planning Basics
Thursday, Jan. 30, 10-11 a.m.
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. This seminar will also highlight and review the role of the agent, including ways to protect yourself and your assets, from a Trust Officer’s perspective.
The seminars are free and open to the public, but due to limited seating, reservations are required. Reservations may be made at any Englewood Bank & Trust office or by contacting Hunter at 941-473-3629 or khunter@ebtfl.com. Additional information is available at www.englewoodbankandtrust.com.






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