People, Places, and Things: 6-4-15

Riquier completes technical trainingAs a part of his commitment to expanding and maintaining his IRA knowledge, Thomas T. Riquier completed several days of advanced technical training in Denver, Colo., with Ed Slott and Company.Riquier, CFP, CLU, is president of The Retirement Financial Center, a local certified financial planner professional and frequent lecturer, who has been in business on the North Shore for 44 years. He is an investment advisory representative offering securities and advisory services through United Planners Financial Services, member FINRA, SIPC.Riquier is a member of Ed Slott’s Master Elite IRA Advisor Group, a group of the nation’s top financial professionals committed to expert education on Roth conversion planning, estate planning and leveraging current tax law in an effort to ensure their clients’ retirement accounts are set up and maintained correctly.