Classes and Events
How to Set Up Your Family Binder Class: A Survival Kit for Your Heirs
Find out how to set up a family estate planning binder at this free virtual seminar.
Presented by Sharp Grossmont Hospital
This estate planning seminar addresses how assets are titled, taxed and passed to your heirs. You will discover fresh ideas that will make the duties of your executor easier.
The class also provides guidance for setting up a family binder — a critical guide to help your family avoid common mistakes and have an easy asset transition. The Foundations of Sharp HealthCare will provide fillable templates and a three-ring binder to create this valuable guide for your family.
If this class is full, please call 1-800-82-SHARP (1-800-827-4277) Monday through Friday, 7 am to 7 pm, and ask to be placed on our waitlist.
Cancellation Policy
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.
Parking Information
Free Onsite Parking
Presenter Information
- Barbara Norman began her career in financial services in 1986. She is the CEO and founder of Sage Path Solutions, a boutique firm that offers financial planning and wealth management. She is a graduate of UCSD, a certified financial planner, a chartered financial consultant and a certified divorce financial analyst. In 2011, Norman founded the Women’s Financial Academy, a California non-profit foundation that is dedicated to the education of women who are going through vulnerable life and financial transitions.
