Estate Planning Class: Wills and Trusts

Thursday, June 26

Receive advice from an estate planning expert at this free class. 

When
Thursday, June 26, 10 to 11:30 am
Where
Grossmont Healthcare District
Conference Center
9001 Wakarusa St.
La Mesa, CA 91942
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    For more information, please call 1-800-827-4277, Monday through Friday, 8 am to 6 pm.

Presented by Sharp Grossmont Hospital

An estate planning expert leads this informational seminar on why everyone should have a will and why others should also create a trust in order to protect assets for future generations. Participants will be given guidance on the rules and legal issues surrounding inheritance taxes and the probate process.

A free individual consultation can also be set up with the instructor for a later date.

Cancellation Policy

If you need to cancel your registration for this event, please call 1-800-82-SHARP (1-800-827-4277) Monday through Friday, 8 am to 6 pm, or login to your account to cancel online.

Presenter Information

Norm Timmins holds an undergraduate degree in accounting from the University of North Dakota and a juris doctor degree from Thomas Jefferson School of Law in San Diego. He has worked at both Wells Fargo and Merrill Lynch and is currently the gift and estate planning director for Sharp HealthCare Foundation.

Timmins is securities registered as a general securities representative (Series 7) and an investment advisor (Series 66) and is also life, health and variable annuity licensed.