About This Event

A two-part educational webinar series designed to help older Americans and their families navigate the financial, legal, and planning complexities that follow an unexpected death. The series positions RoseMark Advisors as a trusted, full-service planning partner while delivering genuine value to attendees.

Sessions:
Session 1 — Tuesday, June 9 Opens with RoseMark covering the immediate financial priorities of the first 72 hours — who to call, what to secure, and what not to do. Estate attorney Alan Roman then walks through legacy planning essentials: wills, trusts, beneficiary designations, probate, and the five documents every family must have. Closes with open Q&A.
Session 2 — Thursday, June 11 Ken Barron of the AMAC Foundation leads a focused segment on Social Security survivor strategies, followed by dedicated Q&A. Ashley Morrone of RoseMark then presents a comprehensive financial planning framework covering life insurance, pension elections, long-term care, Medicaid planning, and the financial records organizer. Closes with a call to action for a complimentary 30-minute consultation.

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