retirement classes

BUCKS COUNTY'S PREMIER RETIREMENT EDUCATION COURSE

Retirement Planning: 2025

January 14th & 21st

January 16th & 23rd

at Delaware Valley University

Life Sciences Building

Each registration comes with a Complimentary Personalized Social Security Optimization Report. Find out how to get the most out of Social Security! (see details at the bottom of the page)

Course Topics Overview

Learn updated strategies to minimize taxes, maximize income, and protect your retirement savings in an ever-changing world!

The IRS & Your Retirement

It doesn't matter how much you've saved for retirement, just how much you'll be able to enjoy after-tax. Find out how to maximize retirement income.

Social Security

Social Security is one of your most important income sources in retirement. Learn how to reduce or eliminate Social Security taxation and maximize benefits.

Modern
Investment Strategies

Markets are volatile and unpredictable, and can jeopardize a secure retirement. Learn how to invest in any market.

Paying Yourself
In Retirement

Learn why many retirees are at risk to outlive their savings, and exactly how to prevent doing so in your retirement.

Transferring Wealth
With Wills & Trusts

Protect your retirement savings from probate, the IRS, and Pennsylvania, and transfer assets efficiently to your heirs.

Planning For
Long-Term Care

7 out of 10 retirees may experience a long-term care event in their retirement. Learn how to protect yourself and your retirement savings.

Your Course Instructor is

Paul T. Murray, AIF®, ChFC®

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®, 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, The Philadelphia Inquirer, Investopedia and other news outlets. PTM Wealth Management, LLC is a registered investment advisor.

At this adult education course, you will

Find out how to reduce or eliminate taxes in retirement
Discover ways to use IRS-approved savings and spending strategies to your advantage.
Learn how to invest for growth, principal protection, lifetime income, and long-term care
Understand how to maximize your social security and retirement income, and help your heirs avoid costly taxes in inheritances

Each registration comes with a Complimentary Personalized Social Security Optimization Report! (*see details below)

Event Details:

Location

Delaware Valley University

Life Sciences Building

700 E. Butler Avenue, Doylestown, PA 18901

Dates

Tuesdays, January 14th & 21st

Thursdays, January 16th & 23rd

Time

6:30 pm - 9:00 pm

Cost

There is no cost to attend this event.

Registration:

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

I Will Attend

Tuesdays, January 14th & 21st Thursdays, January 16th and 23rd These dates do not fit my schedule. Please notify me of your next event.

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Notes and Guest Name

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.

*You must attend both nights of this course. The first night, you will receive your personal Social Security questionnaire where you will enter important information needed for the analysis. The second night, you will return your questionnaire, and will receive your report by email within 7 business days. We will not accept questionnaires for this free Personalized Social Security Optimization Report after the night of your second class. Please use the 7 days in between classes to gather your information and be prepared to return the form to us on the second night.

Delaware Valley University is not affiliated with the event and they should not be contacted regarding the program.

Adult Education