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.
Financial Planning – You’re 55 Plus, Now What...Doing Well and Doing Good
Date: Thursday, March 21, 2024, 10-11:30 AM
Some investments provide competitive returns while also providing positive impact to the community. These investments provide investors with quarterly Impact Reports showing the positive benefits to health care in San Diego. Developing a rigorous and trustworthy investment strategy is an important factor to success. This seminar will explore how to measure impact and the investment vehicles that create it.
Speakers: Brad Benter, Senior Vice President – Wealth Management, UBS, Jeff Dunigan, Senior Vice President – Wealth Management, UBS, Norm Timmins, JD, Estate Planning Director - Foundations of Sharp HealthCare
Sharp Prebys Innovation and Education Center
8695 Spectrum Center Blvd.
San Diego, CA 92123
Registration: Please Call: 858.499.4823