Estate and Tax Planning Workshop

Tired of financial jargon? Join us for a clear, actionable session on protecting your hard-earned assets from the "Tax Trap."

At KPC Financial Solutions, we believe that an informed investor is a confident investor. Whether you are just starting your retirement countdown or are already enjoying your golden years, this workshop provides the blueprint you need to get your affairs in order.

Led by local experts with over 25 years of experience—including the technical insights of a CPA and the standards of a CERTIFIED FINANCIAL PLANNER™—this session is designed to be laid-back, educational, and highly practical.

What We Will Cover:

• Tax Planning: Strategies to potentially minimize taxes on your Social Security, 401(k), and IRA distributions.
• Estate Planning: The essentials of Texas-specific estate laws to ensure your assets pass to your loved ones efficiently.
• Wealth Preservation: How to protect your legacy from market volatility and unnecessary taxation.
• The "Tax Trap": Understanding how to avoid the common mistakes that can erode a lifetime of savings.

Why Attend? This isn't just a lecture; it is a community workshop for our neighbors in Grapevine, Southlake, Colleyville, and Westlake. We encourage you to bring your questions and leave with the clarity you deserve regarding your financial future.

Event Details:

• Date: Wednesday, March 25, 2026
• Time: 6:30 PM – 7:30 PM
• Location: The REC of Grapevine (1175 Municipal Way, Grapevine, TX 76051)
• Cost: Complimentary (Registration required due to limited seating)

About Your Hosts: KPC Financial Solutions is a Southlake-based firm dedicated to holistic, tax-efficient retirement planning. Our team, led by Kevin Christ and Karin Christ, CPA, has served the North Texas community for nearly 20 years.

Note: KPC Financial Solutions, LLC is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services are offered only by duly registered individuals.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give specific tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. KPC Financial Solutions, LLC is not affiliated with, or approved, endorsed, or authorized by the Social Security Administration or any other government agency.

Registration & Privacy: 960724-02/22. This presentation is strictly informational and no investments will be promoted. However, the presenter may invite you to a follow-up consultation where products or services may be presented or offered. Please see our website for more information, https://kpcfinancialsolutions.com. This presentation has not been endorsed by any governmental organization, nor by Facebook and its advertising sources. By registering, you agree to our privacy policy, https://kpcfinancialsolutions.com/privacy-policy/.

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