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SUMMARY:The Last Love Letter: Planning Ahead for the People You Love
DESCRIPTION: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. \n\n\n\nSessions: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.
URL:https://amacfoundation.org/event/the-last-love-letter/2026-06-09/
LOCATION:Virtual Seminar\, United States
ATTACH;FMTTYPE=image/png:https://amacfoundation.org/wp-content/uploads/2026/06/Webinar-RoseMark-The-Last-Love-Letter-800-x-533.png
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DTSTART;TZID=America/New_York:20260611T140000
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UID:10004162-1781186400-1781190000@amacfoundation.org
SUMMARY:The Last Love Letter: Planning Ahead for the People You Love
DESCRIPTION: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. \n\n\n\nSessions: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.
URL:https://amacfoundation.org/event/the-last-love-letter/2026-06-11/
LOCATION:Virtual Seminar\, United States
ATTACH;FMTTYPE=image/png:https://amacfoundation.org/wp-content/uploads/2026/06/Webinar-RoseMark-The-Last-Love-Letter-800-x-533.png
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