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.
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.
Putting the Financial Pieces in Place: A Reverse Mortgage or Life Estate Gift Annuity
Presenter: Norm Timmins, JD, Estate Planning Director
Monday, March 22, 2021 | 2:00 - 3:30 pm
This "topic-specific" workshop is tailor-made for the seminar attendee. We will provide a comparison of the features and components of a Reverse Mortgage and that of a Life Estate Gift Annuity.