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