Wine Down Wednesday--Tampa Top Attorney & Local Author/Financial Advisor!

4102 W. Linebaugh Ave,Tampa FL 33624

23 March, 2022

Description

*Sip & Squeeze the Juice with Estate Planning Attorney Michelangelo Mortellaro & Financial Advisor/Author Jennifer Lee* Kick off the start of Spring with a glass of wine, lite bites, and a lesson in love you don’t want to miss. Spring cleaning is more just organizing your closet—it’s about getting your documents in order, planning for your family’s future, and preparing your own legacy so that the ones you love the most never have to worry about your wants and needs. Michelangelo Mortellaro has worked with individuals to ensure their assets are protected and properly allocated, and to create long-lasting benefits and legacies for their families and future generations. His compassion and dedication to helping navigate the challenges of long-term care for elderly family members and veterans has allowed him to garner benefits, develop solutions, and offer hope to those struggling. Jennifer Lee has over 27 years of expertise in the financial services industry, specializing in working with individuals in transition. Her book “Squeeze the Juice: Live with Purpose, then Leave a Legacy” is a unique blend of Jennifer’s own life experiences, her many years of career expertise, and interactive, thought-provoking passages that encourage the reader to prepare for their financial future. It is designed to tackle major life events like divorce, losing a loved one, or transitioning a business by taking the emotion out and empowering the reader to prepare financially sooner rather than later to live life to the fullest. She has found that the most natural way to prepare for your financial future is to write your family a “love letter.” Jennifer created this idea and shared it with her clients with the hope that they would start to feel comfortable about articulating their values, wishes, and wants for their life and financial future to the ones they love the most. $15 Ticket includes: • A private sommelier wine tasting and light bites • Top Tips from Estate Planning & Elder Law Attorney Michelangelo Mortellaro and Author/Financial Advisor Jennifer Lee about how to prepare legally and financially in 2022 • Hear an excerpt from Jennifer’s new book “Squeeze the Juice” and discover why the family love letter is the most important piece of the financial puzzle • Discussion on how to write your family love letter • Receive a complimentary signed book by Jennifer! All ticket sales will go to the Children’s Cancer Center: https://childrenscancercenter.org/. RSVP today! For more information about Michelangelo Mortellaro, visit https://www.mortellarolaw.com/. For more information about Jennifer Lee, visit https://squeezethejuicebook.com/. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Research Advisors, Inc., a Registered Investment Advisor Cambridge and Modern-Wealth, LLC are not affiliated.