Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/633996
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. If you will reach age 66 before April 29 and you have not filed for Social Security Benefits yet, you need to take our Social Security Class! Learn about 2 important Social Security changes expected in 2016. The File-and-Suspend Strategy, and Restricted Application Strategy are being Eliminated. You will no longer be able to file solely for your spousal benefits while allowing your own benefit to continue to grow. 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 own an IRA, 401(k), 403(b), 457, or pension plan, 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? The positives & negatives of keeping them or rolling them over. 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, RetirementCtr.com, read our latest newsletters, Ed Slott's White Papers, and class information. 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 RetirementCtr.com THOMAS T. RIQUIER, CFP ® , CLU MEMBER OF ED SLOTT'S MASTER ELITE IRA ADVISOR GROUP ™ The Retirement Financial Center 10 Liberty Street Danvers, MA 01923 978-777-5000 www.RetirementCtr.com