Classes and Events
Charitable Remainder Trusts Class
Learn more about charitable remainder trusts at this free seminar.
Presented by Sharp Grossmont Hospital
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
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
Parking is free on-site. Additional free parking is available across the street in the Brier Patch Campus lot.
Presenter Information
- 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
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.
