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Classes and Events

Charitable Remainder Trusts Class

Learn more about charitable remainder trusts at this free seminar.


Grossmont Healthcare District

Conference Center
9001 Wakarusa St.
La Mesa, CA 91942
Get driving directions
Thursday, June 16, 10 to 11:30 am

Sign up now

  • Registration closes June 15

Presented by Sharp Grossmont Hospital plus

Charitable remainder trusts are unique tools that allow you to attain greater income and estate tax advantages while satisfying charitable intent. This seminar will enable you to understand the nuances of designing a charitable remainder trust that is effective for your specific situation. 

If this class is full, please call 1-800-82-SHARP (1-800-827-4277), Monday through Friday, 7 am to 7 pm, and ask to be placed on our waitlist.

Cancellation Policy plus

If you need to cancel your registration for this event, please call 1-800-827-4277 Monday through Friday, 7 am to 7 pm, or log in to your account to cancel online.

Parking Information plus

Parking is free on-site. Additional free parking is available across the street in the Brier Patch Campus lot.

Presenter Information plus

  • Sandeep Varma, CFP, is a certified financial planner with Advanced Trust Services. He has been a financial advisor for over 25 years and has comprehensive knowledge of diverse and sophisticated investment vehicles. He specializes in working with clients and a team of advisors to implement advanced financial strategies.
  • Norm Timmins, JD, is the estate planning director for the Sharp HealthCare Foundation.

Arrival plus

Classes may be moved from in person to online only due to low enrollment or current COVID-19 restrictions. If a class is moved online, you will be notified by phone or email before the class. Please make sure to provide your phone number and email address during registration.

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