Past Events

Wine Tasting

  • Santo Montalbano, CRPC, APMA Branch Manager
  • Rob Schlegel, Senior Regional Director Virtus Investment Partners and Travis Conlan, Regional Director Hines Securities, Inc.

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

To reserve a spot: call us at 813.868.8700

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
  • Legg Mason

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
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.