Events

August

20

2026

Do Your Homework - Constitutional Academy (Course 8)

Do Your Homework - Constitutional Academy (Course 8)

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 and make every interaction more

When: 02:00 PM August 20th, 2026

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July

21

2026

Medicare Pitfalls: Understanding IRMAA- How Income Can Impact Your Medicare Premiums  Learn More

Medicare Pitfalls: Understanding IRMAA- How Income Can Impact Your Medicare Premiums 

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. VIEW SERIES-- Medicare Pitfalls: HSA, IRMAA, and Timing Your Enrollment

July

16

2026

Civility, Persuasion, and Bipartisan Influence - Constitutional Academy (Course 7) Learn More

Civility, Persuasion, and Bipartisan Influence - Constitutional Academy (Course 7)

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 of working across party lines,

July

14

2026

Medicare Pitfalls: Medicare and Health Savings Accounts Don’t Mix- How to Prepare for Medicare Enrollment Without Tax Penalties  Learn More

Medicare Pitfalls: Medicare and Health Savings Accounts Don’t Mix- How to Prepare for Medicare Enrollment Without Tax Penalties 

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. VIEW SERIES--

July

8

2026

TRICARE, VA, and Employer Benefits- How Medicare Works With Outside Coverage Learn More

TRICARE, VA, and Employer Benefits- How Medicare Works With Outside Coverage

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 Original Medicare coordinates with these

June

18

2026

Communicating for Influence - Constitutional Academy (Course 6) Learn More

Communicating for Influence - Constitutional Academy (Course 6)

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, and how to navigate conversations

June

10

2026

Medicare and Dental: What's Covered, What's not, and Why It Matters Learn More

Virtual Seminar

Medicare and Dental: What's Covered, What's not, and Why It Matters

Many are surprised to learn that Original Medicare offers very limited dental benefits. Medicare and Dental: What's Covered, What's Not, and Why it Matters is a free educational webinar designed to help Medicare beneficiaries better understand one of the most misunderstood aspects of Medicare—dental coverage. Learn which dental services are covered, how Medicare Advantage plans factor in, and what alternative

June

9

2026

The Last Love Letter: Planning Ahead for the People You Love Learn More

Virtual Seminar

The Last Love Letter: Planning Ahead for the People You Love

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

June

4

2026

Filing for Social Security? Here's How to Get Started. Learn More

Filing for Social Security? Here's How to Get Started.

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.

May

21

2026

The Power of Citizen Advocacy - Constructional Academy (Course 5) Learn More

The Power of Citizen Advocacy - Constructional Academy (Course 5)

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 understand the real impact of