Communicating for Influence - Writing and Speaking Effectively to Elected Officials
Effective advocacy depends on more than passion—it requires clear, strategic communication. In this practical session, participants will learn how to engage elected officials and their staff through calls, letters, emails, and in-person conversations that make an impact. This course will...
The Last Love Letter, Part 2
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...
The Last Love Letter, Part 1
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...
FILING FOR SOCIAL SECURITY? HERE’S HOW TO GET STARTED
You made the decision to apply for your Social Security retirement benefits. Do you know where to start? Do you know what you will need to provide to the Social Security Administration? In this webinar, we walk you through the...
The Power of Citizen Advocacy and Why it Works
Public policy is not shaped by elected officials alone. It is influenced by the voices, experiences, and persistence of engaged citizens. This session marks the beginning of Phase II and serves as a motivational turning point, showing participants why grassroots...
Using Your my Social Security Account: Live Help with Online Tools and Resources
This webinar is designed to help better understand and confidently navigate your my Social Security account. Whether you already have an account or need help getting started, this session will provide clear, practical guidance on using Social Security’s online tools...
Social Security Survivor Benefits: What Spouses and Families Need to Know
Losing a loved one is overwhelming — and navigating Social Security shouldn't add to the burden. In this webinar learn exactly who qualifies for survivor benefits, how much your family could receive, and the filing strategies that can help you...
Social Security Spousal Benefits: Part 2 of 2 - Advanced Strategies for Multiple Marriages, Divorce, Remarriage
Session 2 of the webinar series, Social Security Spousal Benefits: What Living Spouses May Be Missing - A Two-Part Series On How Spousal Benefits Work And How To Maximize Them. Learn how to map your claiming strategy if you have...
Social Security Spousal Benefits: Part 1 of 2 - What Living Spouses May Be Missing
Discover if you are eligible for a SS spousal benefit, how to determine your benefit amount, and factors affecting payment amount. Includes information for current and former (divorced) spouses.
Advocating Within the Law - Lobbying Compliance at the Federal and State Levels
This session focuses on helping advocates understand how to effectively engage in the public policy process while staying within the legal and ethical boundaries that govern lobbying activities. Participants will learn the difference between general advocacy and lobbying, how federal...