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Wills and Trusts with Karina Guerrero

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  

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