Events

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

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