Retirement Planned Logo

Join Us For A FREE Must-Attend Seminar

VA's Premiere Estate Planning and IRA Educator is hosting an Invitation-only Training

Sign Up For This 100% Free Seminar...

"Free Seminar Teaches You How To Avoid The
Top Estate Planning and IRA Mistakes
That Could Cost You Thousands Of Dollars"

Strategies to help bring you peace of mind and secure your family’s future

(Get Your Free Ticket Now Before They're Gone!)

Choose Your Seminar Date Right Now!

Seating is limited. So, don't wait, Register Today!


Porter Branch Library

2001 Pkwy. Blvd.
Stafford, VA  22554

Tue, Jan 28th



Howell Branch Library

806 Lyons Blvd.
Fredericksburg, VA  22406

Tue, Feb 4th


This is a free event, nothing will be sold at this event.

Attend this FREE Seminar and...

  • Learn the Top 7 Questions You Must Answer before Planning Your Estate
  • Discover a simple plan to avoid Probate, Lengthy delays, and Court costs
  • Learn to keep your assets "in the family" when you die
  • Identify and Avoid the Major Pitfalls of Estate Planning
  • Understand how the SECURE Act changed your IRA forever: This is the biggest change to the tax law affecting IRA’s since 1975
  • Learn the Critical Link between Estate and Retirement Planning to reduce taxes for beneficiaries

BONUS: Everyone in attendance will receive a "Estate Planning Essentials Checklist" and 2020 Report "The SECURE Act: A Summary of Big Changes That WILL Impact You"

What YOU don’t know can hurt Your Estate AND Your Heirs!

Join us to learn the following:

  • Having a Will DOES NOT avoid Probate.
  • The difference between a Will and a Trust.
  • Why every homeowner should consider a Trust
  • How the State of Virginia distributes assets in a “Brady Bunch” family
  • Strategies to ensure your family controls your assets, NOT the Court
  • SECURE Act: How did Dec. 20, 2019 change your IRA forever!
  • Owning Property in other States can expose your Estate to significant Probate costs

This seminar is extremely popular, and SEATING IS LIMITED. Reservations and confirmations are required.

"One of the most powerful no-cost events we've ever hosted!"

The average Virginian has no idea about common estate planning issues

When you attend this Estate Planning training, you will IMMEDIATELY discover how you can prevent costly mistakes to you AND your family!

Nora Hartquist
Nora Hartquist
Patti Lerch
Patti Lerch

Meet the Speaker

Nora Hartquist is the Founder and Managing Member of both GuidedQuest, LLC, a Registered Investment Advisory Firm, and Hartquist & Noblet, LLC, an Insurance and Estate Planning firm. As a dedicated fiduciary retirement advisor, she has served the Northern VA Area since 1995.

Patti Lerch has been advising and serving the Stafford, Fredericksburg & Spoysylvania area since 2012.

As former teachers, Ms. Hartquist and Ms. Lerch have dedicated themselves to educating retirees through retirement seminars and workshops at Federal Agencies, as well as classes at local libraries and colleges. Both are a Certified Financial Fiduciary (CFF®), Certified in Long Term Care (CTLC®), and a Chartered Federal Employee Benefits Consultant (ChFEBC®), and Ms. Hartquist is a Certified Estate Planner (CEP®).

Register Below To Get Your Free Ticket

Fill in your details below in order to register for the event now. Don't wait, Do it right now.

We hate spam and promise to keep your information safe...

540-659-0300 • • 15 Francis Ct, Stafford, VA 22554


Retirement Planned - l Privacy Policy & Terms of Use. This is not a part of the Facebook website and is not endorsed by Facebook Inc. The use of this meeting space does not constitute an endorsement of program/meeting or its content by the venue's ownership. This Social Security, estate planning and insurance sales presentation is strictly informational. Not approved by or affiliated with the Social Security Administration or any other Federal or state governmental agency. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from Retirement Planned. Msg&data rates may apply. Terms & conditions/privacy policy apply. No specific products will be promoted; however, you will be offered an opportunity to schedule a follow-up consultation with the presenter, where investments and/or insurance products may be presented or offered. Neither the firm nor its agents or representatives may give tax or legal advice.

Investment Advisory services offered through GuidedQuest, LLC, a Registered Investment Advisor in the state of VA, Insurance products and services are offered through Hartquist & Noblet, LLC. GuidedQuest, LLC and Hartquist & Noblet, LLC are affiliated companies. This communication may contain privileged and/or confidential information. It is intended solely for the use of the person or entity in which it is addressed. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of this information. If you received this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. Recipients should be aware that all emails exchanged with the sender are automatically archived and may be accessed at any time by duly authorized persons and may be produced to other parties, including public authorities, in compliance with applicable laws. This communication is for informational purposes only. This is not intended as nor is it an offer, or solicitation of any offer to buy or sell any security, investment or product.

The use of the Central Rappahannock Regional Library’s meeting facility does not constitute the library’s endorsement and sponsorship of the program or the organizer’s policies and beliefs.