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Classes and Events

Tools, Tips and Traps in Estate Planning Seminar

Get the ABCs of estate planning at free class.

Where

Pt. Loma/Hervey Branch Library


3701 Voltaire St.
San Diego, CA 92107
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When
Monday, July 22, 1 to 2:30 pm

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Free
  • Registration closes July 22

Presented by Sharp Memorial Hospital plus

Attend this free informational seminar to learn about the most important aspects of estate planning. You will hear about wills and living trusts, as well as how to make a plan if you become incapacitated and are unable to care for yourself. Our estate planning expert will also provide information on how make a plan for your beneficiaries and how to choose the proper person to settle your estate.

A free individual consultation can also be set up with the instructor at 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 W. Timmins holds an undergraduate degree in accounting from the University of North Dakota and a juris doctor 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 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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