PREMIER RETIREMENT EDUCATION COURSE
Retirement Planning: 2026
Register Below For Our February 2026 Classes!
Each registration comes with a Complimentary Personalized Social Security Optimization Report!
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/Estate Planning
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)
Two Night Course Details:
Location
Delaware Valley
University
Life Sciences Building,
Room 103
Dates
February 19th & 26th
Time
6:30 PM - 9:00 PM
Cost
There is no cost to attend this event.
Two Night Course Details:
Location
Temple University
Ambler Campus
The Learning Center,
Room 103
Dates
February 17th and 24th
Time
6:30 pm - 9:00 pm
Cost
There is no cost to attend this event.
Two Night Course Details:
Location
Montgomery County
Community College
Advanced Technology Center,
Room 101
Dates
February 18th & 25th
Time
6:30 pm - 9:30 pm
Cost
There is no cost to attend this event.
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.
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