Estate & Tax Planning Workshop in Grapevine, TX

Estate Planning Workshops & Seminars

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Estate & Tax Planning Workshop

Overview

Reduces Taxes, Protect Your Estate, and Take Advantage of the Current Market Environment

Most Americans approaching retirement fear running out of money and handling estate protection. Do you have a retirement and estate plan?

Join us at The REC Grapevine for an educational workshop covering Retirement and Estate Planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money) on Wednesday, March 25, from 6:30 – 7:30 pm.

Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.

Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse’s and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.

The concepts discussed in this course are most suitable for those with investable assets of $350K or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation, all with the goal of saving you money.

If you would like more information on how to optimize your retirement income while passing on your estate in a safe and tax-efficient way, this workshop is for you.

Attend This Workshop And Learn:

How to reduce or eliminate retirement and estate taxes
Financial strategies that could increase your retirement income and last a lifetime
Different approaches to help protect your assets when they are passed on
Tools and methods available to retirees to help develop a retirement tax strategy
Tools and methods available to retirees to help develop a retirement tax strategy
Common misconceptions about retirement and estate planning

About The Hosts

Your hosts bring a unique blend of institutional pedigree and local commitment to every community workshop. We aren’t just financial professionals; we have been your neighbors in the North Texas area for nearly 20 years.

Karin Christ, CPA: As CEO and a Certified Public Accountant, Karin ensures every strategy is grounded in technical accuracy. Her career began at Deloitte & Touche, where she mastered complex financial structures for major organizations. She is the author of the upcoming book, Create Your Best Retirement, Guiding You Through the Rest of Your Life.

Kevin Christ: With over 25 years of strategic experience, Kevin specializes in building resilient retirement plans that weather market volatility. As an Investment Advisor Representative, he operates under a fiduciary standard, meaning he is legally bound to put your interests first.

The Voice of KPC: You may recognize Kevin and Karin from the KPC Smart Money Podcast or their weekly show on KSKY 660 AM “The Answer”.

Who is this workshop designed for?

Our educational sessions are specifically tailored for North Texas families and individuals who are approaching or already in retirement. If you are concerned about protecting your legacy or minimizing taxes on your 401k, IRA, or Social Security, this event will provide significant value.

Is there a cost to attend?

No, this is a complimentary community service. Our mission at KPC Financial Solutions is to provide local residents with high-level financial literacy. There is no obligation to become a client or purchase any products.

Why should I attend a workshop led by a CPA and CFP®?

Most financial seminars are led by generalists. Our workshops are designed by Kevin Christ, a 25-year industry veteran, and Karin Christ, a CPA and former Deloitte professional. This ensures the strategies discussed are grounded in technical tax knowledge and fiduciary standards.

Do I need to bring anything with me?

You don’t need to bring any financial documents. We provide all the educational materials, pens, and paper. Just come ready to learn and bring any general questions you may have about estate or tax laws in Texas.

Can I bring a guest?

Yes. In fact, we encourage you to bring your spouse or a family member, as the topics we cover, such as estate planning and wealth preservation, usually impact the entire family. Please just ensure they are registered so we can maintain an accurate headcount for the venue.

Important Disclosure Information

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. 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.