Our Qualifications
Nora L. Hartquist has been a financial educator for 26 years, first in her home state of Louisiana, and now in Northern Virginia
Certifications:
- Certified Estate Planner (CEP®): Ms.
Hartquist isextremely knowledgeable concerning planning and efficient distribution of assets to heirs. She is a Certified Estate Planner who works with a VA lawyer and "The Estate Planning Source" to provide documents valid in all 50 states.
- Master Elite IRA
Advisor SM : Ed Slott's Advisor Group receives intense, advanced ongoing education in IRA Distribution, taking exams semi-annually to ensure their knowledge is up-to-date with current laws, taking part in email alerts and teleconferences on the latest changes to IRA tax laws. - Certified in Long Term Care (CLTC®): Ms.
Hartquist is uniquelyqualifed to advise clients on Medicare, Medicaid, Long Term Care coverage, and other alternative planning strategies for incapacitation. - National Ethics Association: By joining the National Ethics Association (NEA) Ms.
Hartquist & Ms. Lerch haveplaced themselves in a position of scrutiny. They encourage consumers to do their due diligence rather than hiding from it. To view their National Ethics Association Member's Profile visit www. ethics. net - Chartered
F ederal Employee BenefitsConsultant ( ®): Ms.ChFEBC Hartquist & Ms. Lerch are qualified to give the Federal Retirement Workshop toemployees, and keep updated by taking an exam on Federal Benefit changes every year. - Certified Financial Fiduciary (CFF®): Ms.
Hartquist & Ms. Lerch have successfully completed a rigorous certification and training process established by NACFF and AFEA, and have agreed to uphold the highest moral, ethical and fiduciary standards of service when providing investment advice to current and potential clients.
Expertise:
Ms. Hartquist creates Life Income-Living Asset Cycle (LI-LACSM) plans to replace or supplement income, while reducing exposure to market losses. The LI-LACSM
If you attend one workshop this year looking for ways to protect your family and your capital, don't miss Nora