A D V E R T I S E M E N T
Thomas T. Riquier, CFP®, CLU is an Investment Advisory Representative offering Securities and Advisory Services through United
Planners Financial Services. Member: FINRA, SIPC. The Retirement Financial Center and United Planners are independent companies.
The Retirement Financial Center
10 Liberty Street, Danvers, MA 01923
Phone 978-777-5000 www.RetirementCtr.com
You are Invited to Our Classes at the Barn!
Call 978-777-5000 for reservations or register
online at www.RetirementCtr.com
See our Website, RetirementCtr.com, for April-May 2014 Class Dates & Details
2-part Class "Ed Slott's Retirement Decisions Guide, 86 Ways to Save & Stretch
Your Wealth" - All you need to know about IRAs.
Jackson Na onal Life's "Game Changers" Inves ng in Alterna ve Investments During
Uncertain Times, Is Your Investment Por olio Prepared for Tomorrow's Unknowns?
Fidelity Investments' "How to Tame Health Care Costs in Retirement,"
Medicare and Medigap Insurance Options explained.
"Social Security Decisions are Easier to Make When You Know All the Facts!" When
and how to file for Social Security income and maximize the benefits.
"Winning in the Second Half" Long term care planning to help you choose the best way
to protect your assets with costs and funding op ons, including long term care insurance.
"Elder Law, Asset Protection" Saving your home and other assets from nursing
home expenses through proper estate and trust design.
Quarterly Economic Update Summit at the Peabody Marriott – Special featured
speaker to present and discuss stock and bond market expectations.
Thomas T. Riquier, CFP®, CLU,
President of The Re rement Financial
Center, and a CERTIFIED FINANCIAL
PLANNER
TM
professional holds
Economic Update Summits and
Financial Classes because he believes
educa on is cri cal to making good
financial decisions.
With more than 43 years of
experience in wealth management,
pre-re rement and re rement
income planning, Tom understands
the unique financial needs of seniors.
At our website, read our latest news,
class informa on, and Ed Slo 's
White Papers.
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