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Wills and Trusts with Karina Guerrero In-Person
Estate Planning 101: Understanding the Power of a Trust
This educational session will cover the fundamentals of estate planning, with a focus on understanding what a trust is, how it works, and how it compares to a will. We’ll break down the benefits of using a trust for protecting assets, avoiding probate, and creating a lasting legacy. Attendees will walk away with practical knowledge they can use to start thinking about their own family’s future.
Presenter Bio:
Karina Guerrero is a financial planner with Foundational Wealth Partners. She specializes in helping families protect their assets and make informed decisions through personalized education and holistic planning. With a background in teaching and nonprofit work, Karina is passionate about making complex financial topics approachable and empowering individuals to take control of their financial futures.
Related LibGuide: Smart Money by Betty Decker
- Date:
- Tuesday, September 9, 2025
- Time:
- 6:00 PM - 7:00 PM
- Time Zone:
- Mountain Time - US & Canada (change)
- Location:
- Multipurpose Room
- Audience:
- Adults 19+
- Categories:
- Smart Money