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Classes and Events

How to Set Up Your Family Binder Class: A Survival Kit for Your Heirs

Find out how to set up a family estate planning binder at this free seminar.

Where

Grossmont Healthcare District

Conference Center
9001 Wakarusa St.
La Mesa, CA 91942
Get driving directions
When
Tuesday, Feb. 15, 10 to 11:30 am

Sign up now

Free
  • Registration closes Feb. 15

Presented by Sharp Grossmont Hospital plus

This estate planning seminar addresses how assets are titled, taxed and passed to your heirs. You will discover fresh ideas that will make the duties of your executor easier.

The class also provides guidance for setting up a family binder — a critical guide to help your family avoid common mistakes and have an easy asset transition. The Foundations of Sharp HealthCare will provide fillable templates and a three-ring binder to create this valuable guide for your family.

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

  • Barbara Norman began her career in financial services in 1986. She is the CEO and founder of Sage Path Solutions, a boutique firm that offers financial planning and wealth management. She is a graduate of UCSD, a certified financial planner, a chartered financial consultant and a certified divorce financial analyst. In 2011, Norman founded the Women’s Financial Academy, a California non-profit foundation that is dedicated to the education of women who are going through vulnerable life and financial transitions.
  • Norm Timmins, JD, is the estate planning director for the Foundations of Sharp HealthCare.

Arrival plus

You can choose to attend this class in person at the Grossmont Healthcare District or live online via Zoom. Depending on COVID-19 restrictions, the class may move to an online-only format. You will be notified in advance if the class will be held online only. Please make sure to provide your email address and phone number during registration.

Login instructions will be sent to all registrants in a separate email from your registration confirmation. You can attend virtually via phone, computer or mobile device (smartphone or tablet). If you did not receive the login instructions, please call us at 1-800-82-SHARP (1-800-827-4277).

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