To succeed in a changing environment requires anticipation and planning. Attend this free informational seminar with an estate planning expert to learn about proposed legislative changes by Congress that may affect you. He will also cover how wills, trusts and charitable planning can provide benefits to you and your family.
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 W. 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.