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.
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.
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.