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. The Retirement Financial Center 10 Liberty Street, Danvers, MA 01923 978-777-5000 RetirementCtr.com CALL 978-777-5000 FOR RESERVATIONS OR REGISTER ONLINE. SEPTEMBER 23: Gifting, Trusts & Other Tools for Estate Planning & Asset Protection Join us to hear Ronald Kearns, RN, Esq. discuss saving your home and other assets from nursing home expenses through proper estate and trust design. OCTOBER 16: Social Security Decisions "Social Security decisions are easier to make when you know all the facts and it is an irrevocable lifetime commitment!" Carlo Cordasco, CRPC, CLTC, Vice President of Nationwide will lead this informative Class at the Barn. OCTOBER 8: Everything You Need to Know About the Required Minimum Distribution (RMD) This essential information session will use Ed Slott 's White Papers to help delve into vital information about the RMD, including: Calculating Your RMD Fixing a Missed RMD Where to invest RMDs for the best tax benefits You're Invited to our Classes at the Barn Attend either the 1:30 - 3:00 p.m. or 6:30 - 8:00 p.m. session. OCTOBER 15: Beneficiaries and Why it is so Important to Keep Them Updated This vital session explores a variety of beneficiary considerations, including reasons not to name a Trust as an IRA beneficiary and some special considerations when naming a younger spouse as an IRA beneficiary. This session will include a review of the following Ed Slott White Papers: Avoiding Spousal Beneficiary Mistakes Planning for Multiple Beneficiaries Planning for a Disclaimer OCTOBER 22: Protecting Your IRA In this session we will review various ways to protect your IRA and will use the following Ed Slott White Papers: Protecting Your IRA from Prohibited Transactions Avoiding IRA Mistakes in Divorce Avoiding the 10% Penalty Ways to avoid the 60-day Rollover mistake OCTOBER 29: To Convert or Not to Convert This session outlines variables to consider before converting your Traditional IRA to a Roth IRA. We will review the following Ed Slott White Papers: Why converting makes sense for some and not others Determining Tax on a Roth Conversion Recharacterizing a Roth IRA Conversion 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 43 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.