Tom Riquier, CFP®, CLU, Completes More IRA Training
Leading author, attorney and legal expert, Seymour Goldberg, CPA, MBA, JD., discussed Legal Issues Involving IRAs. He provided numerous case studies for examination by participants. Dr. Goldberg also outlined Prohibited IRA Transactions and discussed preventive measures.
Mr. Riquier is a member of Ed Slott’s Master Elite IRA Advisor GroupSM – the highest level of continuous training offered by Ed Slott and Company. “I am proud to be a member of this prestigious group that is committed to continually build and expand IRA expertise through intensive ongoing training” Mr. Riquier said. “It is exciting to learn new information about ways to protect and grow my clients’ IRAs. The session reviewing Prohibited Transaction Case Studies included information that will help to protect and preserve my clients IRAs.”
Ed Slott & Company, LLC is the nation’s leading provider of IRA training for financial advisors. Ed Slott was called “The Best” source for IRA advice by the Wall Street Journal. He is a practicing CPA and the author of several leading books on retirement distribution planning.
Thomas T. Riquier, CFP®, CLU, is President of The Retirement Financial Center, a local CERTIFIED FINANCIAL PLANNER Professional™ and lecturer, who has been in business on the North Shore for 40 years. As a registered representative with United Planners Financial Services, member FINRA, SIPC, Tom practices the “total financial planning concept,” providing unbiased advice for the financial needs of his clients. He has a “hands on” approach to investment planning and a dedication to providing the sound guidance, education and expertise required in every phase of financial and retirement planning.
The Retirement Financial Center offers a full range of financial services and is committed to helping our clients improve their long-term financial success. We constantly evaluate economic trends and make adjustments when necessary. Our customized programs are designed to grow, protect and conserve our clients wealth. Our team of experienced professionals has a hands-on approach and provides personalized, concierge-type services and expertise to help you retire or stay retired. We are dedicated to providing the sound guidance, education and expertise required in every phase of pre-retirement and retirement planning.
The Retirement Financial Center
10 Liberty St. #316
Danvers, MA 01923
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