Northshore Magazine

Northshore September 2015

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

Issue link:

Contents of this Issue


Page 151 of 272

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. THOMAS T. RIQUIER, CFP ® , CLU THE RETIREMENT FINANCIAL CENTER 10 Liberty Street, Suite 316, Danvers, MA 01923 978-777-5000 SEPTEMBER 2nd & 9th OR SEPTEMBER 24th & OCTOBER 1: 2-part IRA, 401(k), 403(b), and Pension Class "Ed Slott's Retirement Decisions Guide, 125 Ways to Save and Stretch Your Wealth"– If you own an IRA, 401(k), 403(b), or pension plan, and you are retired or plan to retire, this class will answer your questions. SEPTEMBER 16th: 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. SEPTEMBER 17th: 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 for you and your spouse. SEPTEMBER 23rd: Gifting, Trusts & Other Tools for Estate Planning and Asset Protection. Saving your home and other assets from nursing home expenses for your children and other heirs through proper estate and trust design. 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 at OUR CLASSES AT THE BARN 1:30-3:00 p.m. OR 6:30-8:00 p.m. THOMAS T. RIQUIER, CFP®, CLU, President of The Retirement Finan- cial Center, and a CERTIFIED FINAN- CIAL 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 se- niors. At our website, RetirementCtr. com, read our latest newsletters, Ed Slott's White Papers, and class information.

Articles in this issue

Links on this page

Archives of this issue

view archives of Northshore Magazine - Northshore September 2015