Events

Through free educational classes and seminars, Paul Murray has helped hundreds of investors make smart financial decisions in preparing for retirement. In the Changing World Of Retirement Planning™ online classes, attendees learn about:

  • Strategies to maximize Social Security.
  • Ways to shield your investments from market losses and the inevitability of the next financial crisis.
  • Avoiding the three major pitfalls of retirement income planning.
  • How to determine if Roth Conversions will be beneficial to you.
  • Modern methods of addressing the likelihood of needing long-term care in retirement.

The free Changing World Of Retirement Planning online classes have a special focus on taxes, and you will learn:

  • How to plan to reduce or eliminate taxes in retirement.
  • Ways to leverage the 2018 tax changes to your advantage before taxes increase in 2026, or earlier.
  • How distributions from your 401(k) could cause you to lose up to 1/3 of your Social Security benefits.
  • Creative strategies to protect you from rising tax rates and ensure your Social Security will be tax-free.

Other free in-person and online courses we offer cover additional planning topics. If you want to learn more about how to make smarter financial decisions, you've found the right place.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 14 - September 21, 2021

6:30p - 8:30p

Gwynedd Mercy University

The Changing World Of Retirement Planning Class - Sept. 14th & 21st

In this two-night class, find out about four major risks to retirement: Tax Rate Risk, Market Risk, Longevity Risk, and Long-Term Care Risk. Find our how you can reduce or eliminate taxes in retirement. Learn investing concepts that can help you protect your assets against market declines. Understand how withdrawal rates and the order in which you withdraw funds from accounts can impact your retirement income sustainability. Discover modern methods for addressing long-term care needs later in life. Your registration will include both parts of this two-night class. Your registration will include both parts of this two-night class.

September 11 - September 18, 2021

10:00a - 2:00p

The Buck Hotel

The Changing World Of Retirement Planning Class - Sept. 11th or 18th "Lunch Workshop"

In this one-day, four hour Lunch Workshop, you will find out about four major risks to retirement: Tax Rate Risk, Market Risk, Longevity Risk, and Long-Term Care Risk. Find out how you can reduce or eliminate taxes in retirement. Learn investing concepts that can help you protect your assets against market declines. Understand how withdrawal rates and the order in which you withdraw funds from accounts can impact your retirement income sustainability. Discover modern methods for addressing long-term care needs later in life.

September 9 - September 16, 2021

6:30p - 8:30p

Gwynedd Mercy University

The Changing World Of Retirement Planning Class - Sept. 9th & 16th

In this two-night class, find out about four major risks to retirement: Tax Rate Risk, Market Risk, Longevity Risk, and Long-Term Care Risk. Find our how you can reduce or eliminate taxes in retirement. Learn investing concepts that can help you protect your assets against market declines. Understand how withdrawal rates and the order in which you withdraw funds from accounts can impact your retirement income sustainability. Discover modern methods for addressing long-term care needs later in life. Your registration will include both parts of this two-night class.

Event Registration