Economic Update Summit
Next date will be announced soon.Join us at our next Economic Update Summit on Thursday, April 25th at the Marriott Hotel in Peabody for a complimentary economic update session. This is an opportunity for you to hear our special guest speaker, David Schassler, Director of Manager Research, Van Eck Global, and Thomas T. Riquier, CFP®, CLU, President of The Retirement Financial Center and member of Ed Slott’s Master Elite IRA Advisor GroupSM discuss current economic conditions and the raising of the “debt ceiling.” It is critical to remain informed about the economy and issues affecting your portfolios. If you haven’t attended one of our Economic Update Summits, you will be glad you attended this one!
As Director of Manager Research for the Van Eck Multi-Manager Alternatives Fund, David is responsible for the manager search and selection of alternative investment strategies. He holds a BS in Business Economics from Cortland College and an MBA in Finance from New York University.
Don’t miss this exceptional educational opportunity. It is always interesting to compare what our guest speaker predicts for the economy with what Tom expects. Consider bringing your adult children, friends, or coworkers who may find it enlightening and valuable for their portfolio and economic situation. We will sweeten each event with a delicious dessert and chocolate buffet.
Members of The Senior Resource Team will also be on hand to share their expertise with you. Tom created this Team in response to client inquiries about non-financial issues some maturing adults encounter. Each member has an expertise that helps address one of these issues. The Team includes: Thomas T. Riquier, CFP® and Gordon W. Ulen, CPA, of The Retirement Financial Center; Ronald R. Kearns, RN, Esq. of the Senior Resource Center; Inc., J. B. Nayduch, CLTC, Agent, Genworth Financial; Laura O’Neil, Eldercare Advisor with A Place for Mom; Karen Takis, Community Liaison, All Care Resources; Blaze Johnson, ABR, CRS, SRES®, Re/Max Advantage Real Estate; Miriam Pett, OTR/L, MS, CMC, Adult Care Solutions, and Lee McNelly, Independent Agent, Sennott Insurance.
Your Guide to Social Security
Next date will be announced soon.In these volatile times it is especially important to understand your Social Security benefits and how they might affect your retirement and pre-retirement planning decisions. Some of the important issues we’ll explore include:
- Social Security eligibility requirements now and in the future.
- When and how to apply for Social Security to maximize your income.
- Every year you delay collecting, you receive an 8% raise.
- Calculation of Spousal benefits while your spouse is alive and after your spouse has passed away.
- Should you continue to work and/or collect your pension while receiving Social Security benefits?
- At what age should you apply for maximum benefits during your life?
- How does divorce or widowhood affect Social Security benefits?
- If you are receiving Social Security now or will receive it in the near future, you must attend to be sure you are receiving the most money possible. This may be the biggest decision you make in your life!
There is no charge for this class. You will receive copies of presentation slides and the 6-page laminated “Guide to Social Security” explaining key concepts everyone must consider when making Social Security decisions. A confidential meeting to answer your personal questions is also included.
This Class will be led by Paulette Walz, Retirement Specialist at BlackRock, and Thomas T. Riquier, CFP®, CLU, President of The Retirement Financial Center. Tom has more than 42 years of experience in retirement and pre-retirement planning, and is a member of Ed Slott’s Master Elite IRA Advisor Group™. Tom is a Registered Representative offering Securities and Advisory Services through United Planners Financial Services, member FINRA, SIPC. The Retirement Financial Center and United Planners are independent companies.
Ed Slott IRA Classes | 2 Parts
Next date will be announced soon.
Don’t Miss Ed Slott’s Retirement Rescue Show on WGBH
Join us at our New Ed Slott IRA Class at the Barn
Ed Slott’s Retirement Rescue is a powerful call-to-action for Americans concerned about their retirement. Ed Slott defines the monumental fiscal problems facing Americans and provides a step-by-step solution to creating a plan of action.
Ed Slott was called “The Best” source for IRA advice by The Wall Street Journal. If you own an IRA, 401(k), 403(b) or any retirement plan, it is highly recommended that you take our course.
Thomas T. Riquier, CFP®, CLU, member of Ed Slott’s Master Elite IRA Group™ and President of The Retirement Financial Center, will hold classes on this important topic using Ed Slott’s new book, The Retirement Savings Time Bomb…and How to Defuse It. Through Ed Slott’s simple, effective “5-Step Action Plan” you will learn what you need to know and do now to help ensure your financial future, including:
- Protecting your retirement plans from excessive taxation
- Tapping retirement funds effectively for emergency cash
- Passing on more of your wealth to your family
- Getting the most out of the latest tax laws
- Creating a customized estate plan, and much more!
Class Fee: Individual - $50 Couple - $75
Winning in the Second Half
Next date will be announced soon.Winning in the Second Half is a seminar that is focused on educating consumers on the need to plan for long term care. We will discuss long term care costs as well as various funding options, such as: self-insuring, Long Term Care Insurance and Linked Benefit products. There is no product specific information discussed or presented. The purpose of the seminar is to provide information about the costs associated with long-term care and some of the payment options available.