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.