Learn the pros and cons of having a will or trust, which approach is more suitable for your needs and how documents would be implemented, administered, and settled. Speakers: Trust Business Development Officer Kerry Hunter, Portfolio Manager Jeffrey Bryen, MSA. RSVP to Kerry, 473-3629 or khunter@ebtfl.com.
DAY 2 of WRTT
Anglers compete in the 36th Annual World's Richest Tarpon Tournament in the legendary Boca Grande Pass. It is a live-bait only, catch and release, no-weigh, no-kill, traditional drift-fishing tarpon tournament that represents what Boca Grande's fishing culture was build on. Join us as we witness these sportsmen go head to head in a Grande Tradition, The World's Richest Tarpon Tournament.
Call the Chamber office for more information: (941) 964-0568.
The Award Ceremony for the 2018 World's Richest Tarpon Tournament will be held at the Main Stage downtown at the Tarpon Festival at 8:30 pm. Join us in celebrating our winning Anglers and Captains! There will be live music following the ceremony to continue the exciting beginning to Tarpon Season. See you there!
Learn fascinating facts about Florida Sea Turtles and their habitat with an expert Florida State Park Ranger at Stump Pass Beach State Park! Program begins May 19, 8:30 am RSVP at: www.barrierislandparkssociety.org
The 2018 Tarpon Festival will be held on Friday and Saturday, May 18-19 in beautiful downtown Boca Grande. The weekend event centers around the 36th Annual World's Richest Tarpon Tournament and a World Class Art Festival which will be held on Friday from 10 am to 5 pm and Saturday, 10 am – 4 pm.
Call the Chamber office for more information: (941) 964-0568.
Increase your knowledge of the skill sets needed by a good estate administrator of a will. Gather the details of the probate process in terms of time, pros and cons, and how to effectively avoid probate of certain assets and assure your Personal Representative is aware of the details. Speakers: Trust Business Development Officer Kerry Hunter, Portfolio Manager Jeffrey Bryen, MSA. Free. RSVP Hunter, 473-3629 or khunter@ebtfl.com.
Learn what triggers activate the person authorized to act as power of attorney. Review what these individuals are responsible for and what skills they should have. Investigate the protections available for individuals and their assets from a trust officer’s perspective. Speakers: Trust Business Development Officer Kerry Hunter, Portfolio Manager Jeffrey Bryen, MSA. Free. RSVP Hunter, 473-3629 or khunter@ebtfl.com.
Learn the history of the lighthouse! Walk in the very steps of light keepers from the past! Enjoy a 20-minute climb tour to the top with a view of the Gulf of Mexico, Charlotte Harbor, Boca Grande! Spaces limited RSVP at: www.barrierislandparkssociety.org. Tour prices vary and all fees support the preservation of the lighthouse! Please see fees and safety rules at sign-up.
A comprehensive view of how best to structure your investments for growth to outpace inflation and income needs. Rates of returns for various asset classes will be discussed in addition to proper allocations for stocks, bonds, ETFs and cash. Successful strategies and techniques will be explored. Speakers: Trust Business Development Officer Kerry Hunter, Portfolio Manager Jeffrey Bryen, MSA. Free. RSVP Hunter, 473-3629 or khunter@ebtfl.com.
Free seminar: Portfolio Risk, 11 a.m. to noon, Englewood Bank & Trust main office, 1111 S. McCall Road. Discover what you are really paying for your investments and if they are good investments for your particular situation. Speakers: Trust Business Development Officer Kerry Hunter and Portfolio Manager Jeffrey Bryen, MSA. RSVP to Kerry, 473-3629 or khunter@ebtfl.com.
