The live webinar is designed to help attendees better understand and confidently navigate their my Social Security account. Whether they already have an account or need help getting started, this session will provide clear, practical guidance on using Social Security’s online tools and resources. Featured Presenter:Trisha Mentzer, Social Insurance Specialist, Office of Communications, Social Security […]
Millions of Americans hope to remain in their homes as they age, yet many face rising costs and limited caregiving support that make maintaining independence more difficult. In this important conversation, Rebecca Weber, CEO of AMAC, and Carrie Lukas, President of Independent Women, discuss why the ability to age at home with dignity matters deeply […]
Why Grassroots Engagement Shapes Policy Why does grassroots engagement matter? Because elected officials listen when informed, motivated citizens speak up. In this session, participants will explore how personal stories, constituent relationships, and consistent advocacy can shape legislative priorities and influence public policy. This class serves as a motivational turning point in Phase II, helping advocates […]
WEBINAR OFFERING 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 process, whether applying in-person or online.
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 […]
Many are surprised to learn that Original Medicare offers very limited dentalbenefits. Medicare and Dental: What's Covered, What's Not, and Why it Matters is afree educational webinar designed to help Medicare beneficiaries betterunderstand one of the most misunderstood aspects of Medicare—dental coverage.Learn which dental services are covered, how Medicare Advantage plans factorin, and what alternative […]
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 […]
Writing and Speaking Effectively to Elected Officials Effective advocacy depends on clear, confident communication. In this session, participants will learn how to write and speak persuasively to elected officials through calls, emails, letters, and in-person conversations. The class will also cover how legislative offices handle constituent outreach, how to tailor value-based messages for greater impact, […]
Many Americans approaching Medicare enrollment are also eligible for TRICARE, VA health benefits, or employer coverage. As a result, they often have questions about whether they need Original Medicare, how these benefits work together, and what costs they may still be responsible for. During this informative session, attendees will gain a clearer understanding of how […]
Session 1 of the webinar series, Medicare Pitfalls- HSA, IRMAA, and Timing Your Enrollment If you’re getting ready to enroll in Medicare and either you or your employer is contributing to a health savings account (HSA), this session is for you! Discover practical ways to navigate Medicare and Social Security enrollment and keep your HSA strategy on track.