Planned Giving
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Legacy planning decisions require expertise in many areas: law, finance, insurance, taxes, investments and charitable planning. Collaborate today with our dedicated advisors to begin your estate plan and to grow and protect your wealth.

Schedule now

The Foundations of Sharp HealthCare host free workshops each quarter. We invite you to attend and learn how to make wiser, more fully informed decisions about your financial future.

Estate Planning: A Woman’s Perspective
Women are almost four times as likely to be widowed and more women than ever before are divorced or choose not to marry. This seminar will help you get organized, avoid common mistakes, and prepare for the future with a “Family Binder” as a written guidance.

Barbara Norman, CFP©, ChFC©, CDFA©, RIA, Sage Path Solutions
Norm Timmins JD, Estate Planning Director, The Foundations of Sharp HealthCare

When: Thursday, May 18, 10 to 11:30 a.m.
Location: Grossmont Healthcare District Conference Center 9001 Wakarusa St., La Mesa 91942
Register here: Estate Planning Seminar: A Women's Perspective - San Diego - Sharp HealthCare
or call 1-800-827-4277