Englewood Bank & Trust Gulf Cove Office

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.

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.

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 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.

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.