Events

Wine Tasting

Santo Montalbano, CRPC, APMA Branch Manager

Please join us for a wine tasting experience in a private setting. Cheers!

To reserve a spot: call us at 813.868.8700

Rob Schlegel, Senior Regional Director Virtus Investment Partners and Travis Conlan, Regional Director Hines Securities, Inc.

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Past Events

Plan for the future. How an estate plan helps put you in control.

Paul E. Samuels, J.D., LLM, RICP, Director of Advanced Strategies, Insurance Sales Consulting Group - Riversource Insurance Company

Santo Montalbano CRPC, APMA Branch Manager

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.

Legg Mason

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.