Medicare has different parts—A, B, C, and D—but what do they actually cover? Deanne Rosso and Gary Stoller explain the basic parts of Medicare, how they work together, and why understanding your options matters when planning for retirement.
Retirement Planning
08.27.2026
Can I Work While Claiming Social Security?
Can you keep working while collecting Social Security? Deanne Rosso and Brian Rosso explain how earnings limits work before full retirement age, when restrictions disappear, and why coordinating Social Security with your overall retirement plan is so important.
08.19.2026
Social Security, Simplified: How to Claim Smarter
In this webinar, Brian Rosso breaks down Social Security in clear, practical terms—so claiming doesn’t feel like guesswork.
08.06.2026
When Should I Claim Social Security?
Should you claim Social Security early, wait until full retirement age, or delay even longer? Deanne Rosso and Brian Rosso explain the key factors that can help determine the right claiming strategy for your retirement plan.
07.23.2026
IRA Planning: Save Taxes and Get More Out of Your Retirement
In this retirement planning webinar led by Clarke Holt, learn why building wealth is only half the story—and why having a smart plan for IRA withdrawals can be just as important.
06.16.2026
Beyond Medicare: Building a Plan for Long-Term Care
There is perhaps no other event in life that has the potential of causing serious, if not irreversible consequences to a family than a need for care over an extended period of years. In this presentation, Michael Tessler will discuss the basics of Long-Term Care insurance planning.
05.13.2026
Strategies for Retirement Transitions
When you design, build and protect a plan it requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success — several of which present opportunities for professionals to work together.
05.08.2026
Milestones on the Road to Retirement
I like to remind my kids sometimes that when their mom and I got married, we had nothing. We actually had less than nothing because our debts, mostly student loans, […]
06.17.2025
A Truly Comprehensive Financial Plan Goes Beyond Investments
When most people think about financial planning, they tend to focus on one thing: investing. And that’s understandable. The idea of growing wealth through the stock market is front and […]
08.12.2024
Investors could be forgiven for feeling a little frustrated in early 2023 when they reviewed their year-end statements. Stocks, bonds, and real estate investments all produced negative returns in 2022, […]
04.16.2024
Cognitive Biases in Investment Decisions
This month we have been discussing behavioral finance at Elevate, which is the study of how human psychology affects investment decisions. Behavioral finance may not have quite the rich history […]
12.07.2023
Unlocking the Power of Donor Advised Funds
We recently welcomed guest speaker William (Bill) Hewitt, an Enterprise Account Executive at TIFIN, to walk us through the benefits of Donor Advised Funds (DAFs) in an informative Webinar. In […]
02.16.2022
Join Our Retirement Planning Today Course
Elevate Wealth Advisory is pleased to present Retirement Planning Today, a two-day workshop held twice in February.Taught by Clark Brown, a practice leader at Elevate Wealth Advisory in Athens, Georgia, Retirement Planning […]
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