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
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.
Download the handout: Start the video, then click the Handouts icon (a sheet of paper with lines on it) in the bar along the bottom of the player, next to Chapters and Closed Captions, and select the file to download it. BigMarker may ask for your name and email before the recording plays.