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Classes and Events

Putting The Financial Pieces in Place Seminar

Find out what you need to know about a life estate gift annuity vs. a reverse mortgage at this free webinar.

When
Thursday, Oct. 29, 2 to 3:30 pm

Sign up now

Free
  • Registration closes Oct. 29

Presented by Sharp Senior Resource Centers plus

This free online seminar will provide a comparison of the features and components of a reverse mortgage and a life estate gift annuity. An estate planning expert 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.

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.

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.

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.

Arrival plus

Please note that this is a live online class. It will be held virtually and you can attend via phone, computer or mobile device (smartphone or tablet). You will be sent the login instructions in a separate email from your registration confirmation.

If you did not receive the login instructions, please call us at 1-800-82-SHARP (1-800-827-4277), Monday through Friday, from 7 am to 7 pm.

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