Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/438368
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, Suite 316, Danvers, MA 01923 978-777-5000 www.RetirementCtr.com YOU ARE INVITED TO OUR CLASSES AT THE BARN! See our Website, RetirementCtr.com for Jan-Feb 2015 Class Dates & Details Quarterly Economic Summit at the Peabody Marriott in late January. Special featured speaker to present and discuss stock and bond market expectations for 2015. 2-part IRA Class "Ed Slott's Retirement Decisions Guide, 125 Ways to Save & Stretch Your Wealth" – All you want and need to know about IRA investing. "Gifting, Trusts & Other Tools for Estate Planning & Asset Protection" Saving your home & other assets from nursing home expenses through proper estate & trust design. "Social Security Decisions are Easier to Make When You Know All the Facts!" When and how to file or 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 options, including long term care insurance. Fidelity Investments' "How to Tame Health Care Costs in Retirement," Medicare and Medigap insurance options explained. CALL 978-777-5000 FOR RESERVATIONS OR REGISTER ONLINE AT WWW.RETIREMENTCTR.COM. THOMAS T. RIQUIER, CFP®, CLU, President of The Retirement Financial Center, and a CERTIFIED FINANCIAL PLANNER TM professional holds Economic Summits and Retirement Planning Classes because he believes education is critical to making good financia decisions. With more than 44 years of experience in wealth management, retirement income planning, insurance, and pre-retire- ment planning, Tom understands the unique financia needs of seniors. At our website, RetirementCtr.com, read our latest newsletters, Ed Slott's White Papers, and class information.