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Classes and Events

Estate Planning Class: Wills and Trusts

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

Where

Grossmont Healthcare District

Conference Center
9001 Wakarusa St.
La Mesa, CA 91942
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When
Monday, June 17, 10 to 11:30 am

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Free
  • Registration closes June 17

Presented by Sharp Grossmont Hospital & Sharp HealthCare Foundation plus

An estate planning expert leads this free seminar on why everyone should have a will and why others should also create a trust in order to protect assets for future generations. You will be given valuable information on inheritance taxes as well as legal issues.

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

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.

Special Instructions plus

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

Presenter Information plus

Norm W. 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 the 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.

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