Northshore Magazine

Northshore January February 2016

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

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Page 31 of 196

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 2-part IRA, 401(k), 403(b), 457, and Pension Class based on "Ed Slott's Retirement Decisions Guide, 125 Ways to Save and Stretch Your Wealth." If you have any money in these plans, and you are retired or plan to retire, this class will answer your questions. What Should I Do With My Old IRA, 401(k), 403(b), 457, and Pension Accounts that are just sitting static and not being managed? The positives & negatives of rolling them over and having them actively invested. Social Security and Medicare Decisions are Easier to Make When You Know All the Facts and Social Security Is an Irrevocable Lifetime Commitment! When and how to file to maximize benefits for you and your spouse. New rules and regulations explained. Medicare decisions to help you choose the best Supplement Plan. Gifting, Trusts and Other Tools for Estate Planning & 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. (check our website for class dates) 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 45 years of experience in wealth management, retirement income planning, insurance, and pre- retirement planning, Tom understands the unique financial needs of seniors. At our website,, read our latest newsletters, Ed Slott's White Papers, and class information.

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