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.

To reserve a spot: call us at 813.868.8700

Legg Mason

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Past Events

Wine Tasting

Santo Montalbano

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

Putnam

SECURING YOUR RETIREMENT - TRANSFORMING SOCIAL SECURITY INTO A WINNING RETIREMENT STRATEGY

JENNIFER TABOADA, SPECIALIST - SOCIAL SECURITY CONSULTING TEAM - BLACKROCK

SANTO MONTALBANO

BLACKROCK

Golf

Santo Montalbano, Branch Manager

Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.