Financial Planning & Retirement Workshops in Southlake and Surrounding Communities

Expert Guidance from Local Professionals You Can Trust

Join the KPC Financial Solutions team for free, no-obligation educational events designed to help North Texas families navigate tax planning, wealth preservation, and the road to retirement.

Led by Kevin Christ (25+ years of strategic experience) and Karin Christ, CPA (formerly of Deloitte & Touche), our workshops provide the high-level technical expertise of a national firm with the personal touch of a Southlake neighbor. Whether you are working with our CFP® professionals or attending a community seminar, our goal is to move you from uncertainty to confidence.

Mar

25

Estate and Tax Planning Workshop for the community event at The Grapevine REC Center.

Estate and Tax Planning Workshop

Join us for an educational workshop covering Estate Planning, Tax Planning, and investment strategies. We’ll discuss the keys in protecting your legacy and minimizing the “Tax Trap” for local north Texas residents such as Grapevine and Colleyville.

Apr

16

Estate and Tax Planning Workshop at The MARQ

Estate and Tax Planning Workshop

Join us for an educational workshop covering estate planning, pax planning, investment and saving strategies. We’ll cover Texas-specific estate laws and wealth preservation strategies for the DFW area.

Mar

3

Estate and Tax Planning Workshop Southlake

Seminar Closed - Waitlist Full

Estate Planning Dinner Seminar

Join us for an educational dinner seminar. We’ll review important estate planning and financial strategies to help you protect your assets, reduce tax exposure, and preserve your wealth for the next generation.

Your Financial Education Hub: Serving the Southlake Community & Beyond

At KPC Financial Solutions, we believe that a successful retirement isn’t just about the numbers: it’s about the strategy, the legacy, and the peace of mind that comes from being truly informed. Our mission is to provide Southlake, Westlake, and Trophy Club residents with the high-level financial education necessary to navigate today’s complex economic landscape.

As a firm rooted in North Texas for nearly 20 years, we leverage our unique background, including CPA-led tax insights and fiduciary CFP® standards, to dive deep into the pillars of a secure financial future:

Can’t make a live event? Listen to our local experts on the KPC Smart Money Podcast or request a complimentary consultation at our Southlake office. At KPC Financial Solutions, your future is our focus.