"Estate Planning Basics" Complimentary Seminar

601 South Indiana Avenue,Englewood FL 34223

06 October, 2022

Description

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. Presented with Lori Wellbaum Emery of Wellbaum & Emery, P.A. at the Englewood Florida Chamber of Commerce, 601 South Indiana Ave. Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal. Englewood Bank & Trust offers complimentary document reviews to help you prepare yourself and your family for your financial futures. Learn more in our video or schedule your appointment today.