Retirement Rescue Workshop

For the past 15 years, the Retirement Rescue Workshop has been dedicated to empowering individuals and families with the knowledge they need to make informed retirement decisions—free of charge. These workshops are designed to be a safe, educational space where community members can gather, ask questions, and learn about the essential aspects of retirement planning without any sales pressure or obligation.

What to Expect at a Workshop

Our workshops cover a wide range of topics crucial to building a confident retirement plan, including:

• Income Planning: Strategies for creating sustainable income in retirement.
• Rollovers and Consolidation: Understanding how to simplify and optimize retirement assets.
• Wealth Preservation: Protecting your assets for yourself and your loved ones.
• Estate and Tax Planning: Practical insights for managing legacy and tax considerations.

Each session is led by experienced professionals from AMG Financial who bring over two decades of expertise in retirement and wealth management. Our goal is to provide clear, actionable information that empowers attendees to take control of their financial futures.