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.
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.
Free parking is available around the building in a lot accessible from Tech Way or Spectrum Center Boulevard.
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.
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.