Northshore Magazine

Northshore October 2015

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

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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 MEMBER OF ED SLOTT'S MASTER ELITE IRA ADVISOR GROUP™ THE RETIREMENT FINANCIAL CENTER 10 Liberty Street, Suite 316, Danvers, MA 01923 978-777-5000 SEPT 24 & OCT 1: 2-part IRA, 401(k), 403(b), and Pension Class based on "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. OCT 13: What Should I Do With My Old IRA, 401(k), 403(b) and 457 Accounts? The positives and negatives of keeping them or rolling them over. OCT 15 OR 29: 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. Also, Medicare Decisions to help you choose the best Supplement Plan. OCT 28: 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. and 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.

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