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Free Year-End Webinar: “3 Smart Money Moves for the End of the Year” 

Posted on Monday, November 17, 2025
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by The Association of Mature American Citizens
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Hosted by the AMAC Foundation  

Lady Lake, FL – November 17, 2025 – The AMAC Foundation, the educational and charitable arm of the Association of Mature American Citizens (AMAC), will host a free virtual webinar partnering up with Rosemark Advisors, “3 Smart Money Moves for the End of the Year,” on Thursday, November 20, 2025, from 3:00–4:00 p.m. Eastern Time.  

The session will be led by Ashley Morrone, Financial Advisor at Rosemark, and will focus on practical, easy-to-understand steps Americans can take before December 31 to strengthen their financial position heading into 2026.  

Attendees will learn how to: 

  • Make tax-efficient charitable contributions 
  • Manage year-end distributions wisely 
  • Position themselves for stronger financial outcomes in 2026 and beyond  

 

“This webinar is designed for people who want clear, no-nonsense guidance before the year closes,” said Ashley Morrone. “Whether you’re already retired or getting close, a few smart decisions now can make a real difference in your tax bill, your income, and your peace of mind going into the new year.”  

Presented by the AMAC Foundation, the webinar reflects the Foundation’s mission to support and educate Americans 50+ on key issues like Social Security, Medicare, veterans’ benefits, and retirement planning.  

“Too many hardworking Americans reach the end of the year without the information they need to protect what they’ve earned,” said Abigail Narbe Mills, Director of Development, AMAC Foundation. “We are committed to giving seniors and near-retirees the tools to make confident, informed financial decisions—at no cost to them.”   The event is free and fully virtual, allowing participants to join from anywhere. Space is limited, and advance registration is required. To reserve a spot, click here.

 

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Ted
Ted
6 months ago

Isn’t it kind of late to focus on 2025:

“focus on practical, easy-to-understand steps Americans can take before December 31 to strengthen their financial position heading into 2025”

“Position themselves for stronger financial outcomes in 2025 and beyond”

Wish I’d seen this sooner! Like a year ago…

M3
M3
6 months ago

Let’s inquire for the info from the webinar; better late than never. Trying to put a cap on ’25- ( finalizing any loose ends )-with advice

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