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, Danvers, MA 01923 978-777-5000 www.RetirementCtr.com 2-part Ed Slott 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. You will receive the book and an optional follow-up meeting to discuss your financial questions and our recommendations. 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. New rules and regulations explained. You will receive a social security benefit analysis and optional meeting to discuss your choices and our recommendations. NEW CLASS! Fixed Indexed Annuity Class. As life expectancies increase, the need for lifetime income that you can never outlive is important. A fixed indexed annuity guarantees that you will not lose any of your initial investment. Gifting, Trusts and 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. IRA Inheritance Trust Class. Learn why a separate IRA Inheritance Trust may better protect your IRA inheritance for your beneficiaries. Call 978-777-5000 for reservations or register online at RetirementCtr.com THOMAS T. RIQUIER, CFP®, CLU, President of The Retirement Financial Center, a CERTIFIED FINANCIAL PLANNER TM professional and member of Ed Slott's Master Elite IRA Advisor Group™, holds Retirement Financial Planning Classes because he believes education is critical to making good financial decisions. With more than 47 years of experience in wealth management, retirement income planning, insurance, and preretirement planning, Tom understands the unique financial needs of retirees. At our website, RetirementCtr.com, read our latest Class information, and Ed Slott's White Papers. Thomas T. Riquier, CFP®, CLU, is an Investment Advisory Representative offering Securities and Advisory Services through United Planners Financial Services. OUR CL ASSES AT THE BARN 1:30-3:00 p.m. or 6:30-8:00 p.m. (check our website for class dates) WEALTH MANAGEMENT SERVICES