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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

Pt. Loma/Hervey Branch Library


3701 Voltaire St.
San Diego, CA 92107
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When
Thursday, Jan. 24, 10 to 11:30 am

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Free
  • Registration closes Jan. 24

Presented by Sharp Memorial Hospital plus

Learn how to get income from your primary residence, vacation home or farm during your lifetime at this free seminar with an estate planning expert. He will teach you how to receive meaningful income for life and tax benefits while continuing to enjoy your property.

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.

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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