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 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.

New Dates Coming Soon!

May

19 What You Need to Know About the Impact of Market Risk, Taxes and Changes to Global Trade Policies

This exclusive dinner at Kirby’s Steakhouse will feature Karin Christ, CPA, presenting on current trends in market risk, evolving tax laws, and global trade changes, along with what you can do now to protect your long-term financial strategy.

This limited-seating event, please contact us to learn more and see if this discussion is the right fit for you.

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:

Tax-Efficient Planning: We help neighbors in Grapevine and Colleyville understand how to potentially mitigate the "Tax Trap" during their distribution years, focusing on Roth conversions and RMD management.
Comprehensive Wealth Preservation: For families in Flower Mound and Coppell, we offer strategies designed to protect assets from market volatility while ensuring a smooth transition of wealth to the next generation.
Legacy & Estate Strategy: Our educational events in Keller and Roanoke break down the essentials of Texas-specific estate laws, helping you ensure your wishes are honored and your loved ones are protected.
Income & Retirement Security: Whether you are nearing retirement in Euless or already enjoying it in North Richland Hills, our workshops provide the blueprint for sustainable income that lasts as long as you do.

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.