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Classes and Events

Life Estate Gift Annuity vs. Reverse Mortgage Seminar

Learn about the benefits of a life estate gift annuity, which can provide income without the downsides of a reverse mortgage. 

Where

Grossmont Healthcare District

Conference Center
9001 Wakarusa St.
La Mesa, CA 91942
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When
Monday, March 19, 10 to 11:30 am

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Free
  • Registration closes March 19

Presented by Sharp Grossmont Hospital plus

If you or your parents are house rich and cash poor, attend this free seminar led by an estate planning expert and learn how to receive meaningful income from your home without moving.

You will hear about the newest requirements governing reverse mortgages and how a retained life estate with a gift annuity can establish a fixed lifetime income stream that is not subject to market fluctuations.

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 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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