Financial Education Workshops & Presentations

Compass Wealth Management presents financial education workshops and seminars for community groups, employers, professional associations, and private gatherings. The format is straightforward: a working session on the topics your group is actually thinking about, with room for the questions that follow.

Robert Amato, Principal at Compass Wealth Management, leads the sessions. Topics range across retirement income and distribution planning, coordinating estate documents with account titling and beneficiary designations, IRMAA and how income affects Medicare Part B and Part D premiums, education savings strategies including 529 plans and the newer 530A accounts, Social Security claiming decisions, and employer benefits and executive compensation.

Each session is built for the audience. A group of employees nearing retirement gets a different hour than a group of parents planning for college costs, and we'll talk through what would be most useful before anything is scheduled.

The video above is a short look at a recent presentation. To attend an upcoming session or arrange one for your group, get in touch.

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Disclosures

This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of August 12, 2026, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.