Join Us For A FREE Must-Attend Seminar
VA's Premiere IRA and Estate Planning Educator is hosting an Invitation-only Training
Sign Up For This 100% Free Seminar...
"SECURE Act: Avoid The IRA And Estate Planning 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...
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:
- SECURE Act: How did Dec. 20, 2019 change your IRA forever!
- 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
- 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!"
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®).
By entering your information above, you agree that we may collect and use your personal information for sending you information related to the event using emails and text.
540-659-0300 • email@example.com • 15 Francis Ct, Stafford, VA 22554
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.