Wine Down Wednesday – Tampa Top Attorney & Local Author/Financial Advisor!, Tampa FL – March 23, 2022

Start spring with a glass of wine, light bites, and a can’t-miss lesson in love. Spring cleaning is more than organizing your closet. It’s about getting your paperwork in order, planning for your family’s future, and preparing your own legacy so that those you love most never have to worry about your wants and needs. .

Michelangelo Mortellaro has worked with individuals to ensure their assets are protected and properly distributed, and to create lasting benefits and legacies for their families and future generations. His compassion and dedication to helping meet the challenges of long-term care for elderly family members and veterans has enabled him to reap benefits, develop solutions, and offer hope to those who struggle.

Jennifer Lee has over 27 years of expertise in the financial services industry, specializing in working with people in transition. Her book “Squeeze the Juice: Live with Purpose, then Leave a Legacy” is a unique blend of Jennifer’s life experiences, her many years of professional expertise, and engaging, interactive passages that encourage the reader to prepare for their financial future. . It is designed to deal with major life events like divorce, loss of a loved one, or business transition by removing emotion and allowing the reader to prepare financially as early as possible for life. his life fully.

She found that the most natural way to prepare for your financial future is to write a “love letter” to your family. Jennifer created this idea and shared it with her clients in hopes that they would begin to feel comfortable expressing their values, wishes and desires for their life and financial future to those they love the most.

The $15 ticket includes:

• Wine tasting with a private sommelier and light snacks

• Top tips from estate planning and elder law attorney Michelangelo Mortellaro and author and financial advisor Jennifer Lee on how to prepare legally and financially in 2022

• Listen to an excerpt from Jennifer’s new book “Squeeze the Juice” and find out 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 book autographed by Jennifer for free!

All ticket sales will go to the Children’s Cancer Center:

RSVP today!

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