Event Registration – RSVP Connect

Auburndale, FL

Wills & Living Trusts

What You Need to Know to Protect Your Wealth Without Costly Mistakes

Attend a free in-person event covering wills, trusts, and key retirement planning decisions. Walk away with clear, practical guidance to protect your wealth, transfer it smoothly, and simplify things for your family.

This is an independent educational event and is not affiliated with the venue.

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Estate Planning is More Than Just Having Documents in Place

Many people are familiar with wills and trusts, but fewer understand how these tools work together—or how small details can impact how a plan functions over time.

This session is designed to walk through key areas of estate planning in a clear, easy-to-understand way, so you can make informed decisions about your situation.

Educational • No Pressure • Free to Attend

What You'll Learn

An Estate Plan is essential for any individual, couple, or family who owns a home and has assets. Make sure your plan is up to date by learning the strategies families use to avoid the most common—and costly—mistakes. In this session, we’ll cover the following topics in clear, easy-to-understand terms:

The differences between Wills and Trusts and how they are commonly used
How Estate Planning organizes the transfer of assets
Complexity of Powers of Attorney and decision making
How various assets (ie. retirement accounts and insurance) fit into a plan
Considerations related to Long-Term Care & Healthcare
Updates that impact Estate and Retirement planning

If married, spouses are encouraged to attend. Adults only.

Who Should Attend This Complimentary Event

Learn From Experienced Professionals

This session is designed for individuals and couples who:

Are planning for retirement or are already retired
Want to better understand how Estate Planning works
Are interested in organizing their financial affairs
Would like more clarity around available options
Prefer learning in an in-person setting with an experienced professional

Get real insight from experienced professionals who regularly assist individuals and families with important planning decisions, including:

Asset organization
Retirement consideration
Estate Planning strategies

Who Should Attend This Complimentary Event

This session is designed for individuals and couples who:

Are planning for retirement or are already retired
Want to better understand how Estate Planning works
Are interested in organizing their financial affairs
Would like more clarity around available options
Prefer learning in an in-person setting with an experienced professional

Get real insight from experienced professionals who regularly assist individuals and families with important planning decisions, including:

Asset organization
Retirement consideration
Estate Planning strategies

Learn From Experienced Professionals

Attend to get trustworthy, actionable guidance you can use right away.

Get to Know Your Hosts

KG Financial Solutions

Katrina Gustin

As the founder of KG Financial Solutions, Katrina helps guide clients through complex life situations by applying her knowledge of retirement planning and financial solutions. With two plus decades of experience in the industry, Katrina specializes in wealth-building and retirement income strategies designed to create long-term financial confidence. Married for 25 years and a proud mother of two boys, Katrina understands the importance of protecting what matters most. She enjoys connecting with people and creating personalized strategies that support long-term financial security and peace of mind.

Mo Dadkhah

Mo Dadkhah is the principal and owner of Dadkhah Law Group, where he has focused on estate planning, real estate, and corporate law for the past 16 years. Mo has been named a Top 50 Attorney by the Top 100 Magazine, his Firm has been selected as an Inc. 5000 list of fastest-growing companies, and he has been named as a Chicago Agent Magazine Who's Who for seven consecutive years. He has also been the host of WGN's Market Overdrive radio show. Mo brings a wide range of knowledge in estate planning, real estate, and corporate law together to best guide his clients on how to best protect themselves.

Workshops Available Near You

location

Lake Ariana Park (Conference Center)

2220 Lake Ariana Blvd

Auburndale, FL 33823

dates & times

Tuesday, November 3rd at 12:30 pm

Tuesday, November 3rd at 5:30 pm

location

Lake Alfred Public Library

245 N Seminole Ave

Lake Alfred, FL 33850

dates & times

Saturday, November 7th at 11:00 am

location

Lakeland Public Library Main

100 Lake Morton Dr

Lakeland, FL 33801

dates & times

Monday, November 9th at 1:30 pm

Monday, November 9th at 5:30 pm

This is an independent educational event and is not affiliated with the venue.

Wills & Living Trusts

Hosted By KG Financial Solutions

Auburndale, FL

Seating is limited to maintain a comfortable and focused environment.

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Select Which Date and Time You'll Attend*

Tuesday, November 3, 2026 12:30 PM

Tuesday, November 3, 2026 5:30 PM

Saturday, November 7, 2026 11:00 AM

Monday, November 9, 2026 1:30 PM

Monday, November 9, 2026 5:30 PM

I can't attend either date. Please send me information about future events.

Would You Like to Register a Guest?

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*By submitting your information, you consent to being contacted via phone, email, and text by a licensed representative with the above firm and My Guide to Retirement regarding estate planning, even if your number is currently listed on any state, federal, local or corporate Do Not Call list. Your information will not be sold or used for any purposes other than intended. Msg & data rates may apply.

Exclusive Offer for Attendees

As a benefit of attending, you’ll gain access to a complimentary Estate Planning consultation. Attendees may schedule their optional one-on-one session to:

Review their current situation
Ask specific questions
Explore planning options in more detail

There is no obligation—simply an opportunity to continue the conversation if you choose.

What Past Attendees Say

This event provided excellent information and made me realize how much I wasn't aware of. Thank you!

The speaker did a great job. They seemed very knowledgeable and presented the material in a way that was easily understood. I learned a lot!

Very knowledgeable speaker and very well-presented information. Location was very close to my home and easy to find.

Very well done. Knowledgeable and presented in a way to achieve better understanding.

The presentation addressed the real and legitimate points of being prepared for end of life "business." Our presenter was engaging and knowledgeable on the subject—very informative. Thank you!

Awesome presentation! I wish I knew this when I was younger.

Great event. Prompted my husband and me to jump on in and take hold of these issues that we’ve been procrastinating about for some time now.

This was extremely valuable to me. I really appreciated that you didn't try to sell me anything. I can now take the information and ponder it, get my ducks in a row, and proceed without pressure.

Very informative and educational event. Our presenter was very experienced in his field, had a relaxed presentation style and was very informative.

The speaker was extremely informative and very organized. I appreciated that she covered the essential information in a timely manner. This was a very worthwhile event.

Great presentation. Our presenters were fantastic.

It was eye opening that death is not the only purpose for such protection. Becoming injured and/or incapacitated also makes a case for your making sure your wishes are known and followed when a person may not be able to do so for themselves. This was a informative without any Hard Sell.

My wife and I found this seminar very useful. We have been delinquent in establishing a will. The speaker informed us that a will is subject to probate, so now we will pursue a trust. We are grateful. Thank you.

I enjoyed the presentation and the information I learned.

It was well worth the time. Appreciate the excellent speaker and useful presentation that knocks out a lot of what would otherwise be a mountain of questions in about an hour. Very good at getting through an otherwise challenging subject and motivating people to act on an important life task.

Very informative!! Thank you!

It was a great presentation; the presenter kept the seminar interesting and held everyone’s attention— with the goal of ensuring people are knowledgeable and can make informed decisions.

Wonderful presentation from a kind and engaging speaker!

I thought the event information was very beneficial for my wife and me, and will certainly inform our decisions going forward.

It’s nice and very informative. We always avoid this topic, but it was clearly explained.

I was very satisfied with the presentation, and it met my expectations. I have better insight into what I need to plan and the next steps required. Thank you!

The speaker was very informative and extremely knowledgeable. The information provided was enough to realize that one needs more coverage on life’s unexpected situations.

Presentation, speaker, venue…all were quite good. Was more than pleasantly surprised. Good overview that tied legal, financial and tax implications together well. I was impressed.

Extremely pleased with the presentation and it was great info.

I found the seminar to be very informative and productive.

My husband and I thought the speaker was excellent.

We were planning to investigate a Trust fund for our kids but never got around to it. Now that we are getting older it seemed more important now than ever and it made perfect sense for us to check it out. Thank you!

Our presenter was very informative and very clear on the information. Showed his knowledge. Was entertaining and compassionate on his scenarios and his private life. Awesome job.

The seminar was very interesting; the speaker was well prepared and presented information clearly. I'm very pleased with the opportunity to receive information and feel more comfortable with my final plans.

Trusted Guidance, Local Experts

Whether you’re just starting to plan for retirement or looking for ways to maximize your savings, My Guide to Retirement is a trusted resource designed to make your decisions easier and your future more secure. By partnering with local experts, we bring live, in-person events to your area—helping you gain insight, build relationships with trusted professionals, and make informed decisions with confidence.

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