INTRODUCING THE MUST-ATTEND RETIREMENT EDUCATION COURSE

All available course dates are full at this time. 


Please register to be notified of future dates.


at Normandy Farm

Hotel & Conference Center

LOCATION HAS CHANGED

Your course instructor is Paul T. Murray.

Each registration comes with a complimentary, two-volume set of workbooks.

Course Section Summaries

Take a sneak-peek at our course overview:

RETIRING IN THE
TWENTY-FIRST CENTURY

TAX
RATE RISK

RETIREMENT DISTRIBUTION PLANNING

Explore an updated approach to retirement planning that accounts for possible challenges and pitfalls.

Discuss strategies that you can implement that may help insulate your assets from the impact of higher taxes.

Learn about the 3 types of investment accounts and how to use them to maximize cash flow in retirement.

ESTATE
PLANNING

MAXIMIZING
SOCIAL SECURITY

MITIGATING
MARKET LOSS

Discuss strategies and techniques to reduce or eliminate estate taxes, delays, and legal challenges after death.

Social Security can be taxed.
Learn about the impact of Social Security taxation on your retirement.

Discuss the 2 types of investment risk in every investment portfolio and how to mitigate them.

RETIREMENT DISTRIBUTION PITFALLS

LONG-TERM CARE PLANNING

Review retirement pitfalls and outline strategies designed to create more certainty in your retirement plan.

Learn about Medicaid rules, strategies used to mitigate long-term care risk, and long-term care planning.

As part of this course, you will receive a two-volume set of workbooks that provides examples and illustrations designed to reinforce the concepts taught in class.

Watch the Trailer for the Documentary,The Power of Zero: The Tax Train is Coming

View the trailer to get a sneak peek of the educational topics that are explored in the course.

At this two-night workshop, you will:

Your Course Instructor isPaul T. Murray, AIF®, ChFC®, CDFA®

Find out how you could end up paying MORE in taxes in retirement than you thought due to lost deductions


Discover ways to use the 2018 tax changes to your advantage BEFORE taxes go up in 2026.


Learn how distributions from your 401k or IRA could cause you to lose up to one-third of your Social Security


Understand creative strategies that will protect you from rising tax rates and ensure you will receive your Social Security tax-free

Paul is a financial planning practitioner who has helped hundreds of people prepare for and experience a successful retirement. He is an Accredited Investment Fiduciary®, a Chartered Financial Consultant®, a Certified Divorce Financial Analyst®, and a member of Ed Slott’s Master Elite Advisor Group. He has been featured in the Wall Street Journal, U.S. News & World Report, Fox News, The Intelligencer, Comcast Newsmakers, Investopedia and other news outlets.


PTM Wealth Management is a registered investment advisor.

Are you ready to protect yourself from rising tax rates?

Event Details:

Registration:

LOCATION HAS CHANGED

In the event that we need to contact you about updated Covid protocols, and/or winter weather-related changes to our class schedule, please opt-in for text confirmations and updates.

New Location

Normandy Farm

Hotel & Conference Center

1401 Morris Road, Blue Bell, PA 19422

Dates

All Course Dates are full at this time.  Please register to be notified of future dates.

Time:

6:30 pm - 9:00 pm

Cost:

There is no cost to attend this event.

Please call 267-376-9942 with questions.

CDC Health & Safety Guidelines will be Observed

Your safety is our top priority, and precautionary measures outlined by the CDC are being taken during the upcoming events. Hand sanitizer and masks will be provided. If you would like to wear a mask or face covering to the event, it is encouraged. The maximum class size has been reduced to allow space for social distancing between attendees. If you feel sick or are running a fever, please do not attend the event. We would be glad to have you at a future event when you are well.

This course is offered by the Society For Financial Awareness. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.

Neither Montgomery County Community College - Advanced Technology Center nor Normandy Farm Hotel & Conference Center are affiliated with the event and they should not be contacted regarding the program.