Northshore Magazine

April 2015

Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.

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Page 27 of 204

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 YOU ARE INVITED TO OUR CLASSES AT THE BARN! See our Website,, for 2015 Class Dates & Details I. 2-part IRA, 401(k), 403(b), and Pension Class "Ed Slott's Retirement Decisions Guide, 125 Ways to Save and Stretch Your Wealth" – All you want and need to know about IRA investing. II. Gifting, Trusts & Other Tools for Estate Planning and Asset Protection Saving your home and other assets from nursing home expenses through proper estate and trust design. III. Social Security Decisions are Easier to Make When You Know All the Facts and it is an Irrevocable Lifetime Commitment! When and how to file to maximize benefits. IV. What Should I Do With My Old IRA, 401(k), 403(b) and Pension Accounts? The positives and negatives of keeping them or rolling them over. 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 financial decisions. With more than 44 years of experience in wealth management, retirement income planning, insurance, and pre-retire- ment planning, Tom understands the unique financial needs of seniors. At our website,, read our latest newsletters, Ed Slott's White Papers, and class information. Too busy to take one of our classes and have an important question or need an immediate meeting? CALL OUR HOTLINE: 978-762-5555, FOR IMMEDIATE ANSWERS! CALL 978-777-5000 FOR RESERVATIONS OR REGISTER ONLINE

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