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, Suite 316, Danvers, MA 01923
978-777-5000 www.RetirementCtr.com
YOU ARE INVITED TO OUR CLASSES AT THE BARN!
See our Website, RetirementCtr.com, for 2015 Class Dates & Details
I. 2-part IRA, 401(k), 403(b), and Pension Class "Ed Slott's Retirement
Decisions Guide, 125 Ways to Save and Stretch Your Wealth" – All you want
and need to know about IRA investing.
II. Gifting, Trusts & Other Tools for Estate Planning and Asset Protection
Saving your home and other assets from nursing home expenses through
proper estate and trust design.
III. 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.
IV. What Should I Do With My Old IRA, 401(k), 403(b) and Pension Accounts?
The positives and negatives of keeping them or rolling them over.
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
44 years of experience in wealth
management, retirement income
planning, insurance, and pre-retire-
ment 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.
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
