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.
Winning Support Without Burning Bridges Lasting influence requires more than passion—it requires credibility, respect, and the ability to engage others thoughtfully. In this session, participants will learn how to navigate policy disagreements with civility, apply persuasive techniques that build trust, and respond to objections in a constructive way. The class will also highlight the value […]
Session 2 of the webinar series, Medicare Pitfalls- HSA, IRMAA, and Timing Your Enrollment. Medicare Part B and Part D premiums can increase based on your Modified Adjusted Gross Income. Learn what triggers an increase, how to avoid increase triggers, and ways to reduce increases after a qualifying life-changing event.
Researching Your Member of Congress Before the Meeting Effective advocacy starts with preparation. In this session, participants will learn how to research their Member of Congress using reliable resources, understand that legislator’s background and priorities, and review key committee assignments, voting records, and public statements. The class will help advocates prepare strategically for congressional meetings […]
How to Be an Effective Constituent Advocate What happens inside a congressional meeting can make all the difference. In this session, participants will learn how to prepare for productive meetings with Members of Congress and staff, present themselves confidently as both constituents and organizational representatives, and make the most of limited time. The class will […]