How to title your assets to protect them from creditors and liabilities Speakers: Trust Business Development Officer Kerry Hunter and Portfolio Manager Jeffrey Bryen, MSA. RSVP to Kerry, 473-3629 or khunter@ebtfl.com.
How best to structure your investments for growth to outpace inflation and income needs. Speakers: Trust Business Development Officer Kerry Hunter, Portfolio Manager Jeffrey Bryen, MSA. RSVP to Kerry, 473-3629 or khunter@ebtfl.com.
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.
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.
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.
Free seminar: What an Executor Should Know, 11 a.m. to noon, Englewood Bank & Trust Gulf Cove office, 12651 S. McCall Road. Trust officers serve in this role and can share the details of what is needed. Every estate is different but the role demands certain abilities and skills to have a smooth estate settlement. Speakers: Trust Business Development Officer Kerry Hunter, Portfolio Manager Jeffrey Bryen, MSA. RSVP to Kerry, 473-3629 or khunter@ebtfl.com.
Free seminar: How and When Power of Attorney is Used, 11 a.m. to noon, Englewood Bank & Trust main office, 111 S. McCall Road. Learn what activates the responsibilities of your agent in a power of attorney document. Review what he or she is responsible for and the skills they should have. Investigate the protections available for you and your assets. Speakers: Trust Business Development Officer Kerry Hunter, Portfolio Manager Jeffrey Bryen, MSA. RSVP to Kerry, 473-3629 or khunter@ebtfl.com.
