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Planning for Your Future with Confidence

Expert Panel Discussion  |  Ages 55+

Planning for Your Future with Confidence

Five specialists. One evening. Retirement income, taxes, trusts, long-term care, and fraud protection, answered in plain English.

Thursday, September 24, 2026Reservations close Friday, September 18
5:30 to 7:30 PM CentralDoors open and check-in at 5:00 PM
Highland Village, TXFull address sent once your seat is confirmed
Reserve Your Seat

Complimentary dinner included. Seating is limited and this one tends to fill up fast.

Meet the Panel  •  Connect One-on-One

Why this evening

You didn’t spend 30 years building it to guess at this part.

The questions can get harder after you stop working, not easier. On Thursday, September 24, five specialists come together on one panel to answer questions like these in plain English.

Two hours. Dinner served. No slide deck full of jargon. No obligation to buy anything.
  • When should you start converting to a Roth, and how much, before required distributions could push you into a higher tax bracket?
  • Does the trust you signed years ago actually own the house?
  • What happens to your portfolio if one of you needs several years of care?
  • Who do you call when someone claiming to be “the fraud department” phones your spouse at eight o’clock at night?

Who this evening is built for

Designed for adults 55+ planning for retirement and beyond.

If you are still early in your saving years, much of this discussion may not apply to you yet. We would rather be upfront about that before you spend your Thursday evening with us.

  • You are within about 10 years of retirement, or already retired.
  • You are managing retirement accounts, a home, and an estate worth protecting.
  • You and your spouse or partner would rather hear the same answers at the same time.
  • You are an adult child helping a parent navigate care, legal, financial, or estate decisions.

Meet your panel

Five professionals. One room. Two hours of practical answers.

Hear from each specialist, then ask your own questions in the live Q&A and one-on-one afterward.

Karin Christ, CPA Event Host

Karin Christ, CPA

Financial Advisor, KPC Financial Solutions

Karin leads the KPC team with a coordinated approach to retirement, tax, and investment planning, so nothing about your financial picture falls through the cracks.

Topics may include

  • Which retirement account you should draw from first
  • Roth conversion opportunities between retirement and required minimum distributions
  • How withdrawal order can affect your tax picture
  • Creating retirement income designed to weather difficult market years
Michael Cohen

Michael Cohen

Elder Law Attorney and Counselor at Law

Michael has spent his career helping families protect what they have built from the high cost of long-term care, including how a properly structured trust can preserve assets that a will alone cannot.

Topics may include

  • Will vs. revocable trust, and when each may be appropriate
  • Why creating a trust is only part of the process
  • Common trust-funding mistakes
  • Planning for potential long-term care costs while protecting your estate
Samuel Ramos

Samuel Ramos

Cybersecurity Specialist  |  U.S. Air Force Veteran

Samuel spent his career leading cybersecurity and technology operations for federal agencies, including NASA’s global command and control network. He will share the scam tactics retirees are targeted with most often and how to spot them before it is too late.

Topics may include

  • Scams currently targeting older adults and retirees
  • Why convincing phone calls, texts, and account-takeover attempts still work
  • Warning signs that a “fraud department” call may not be legitimate
  • Practical ways to better secure your financial and online accounts
Misty Jameson

Misty Jameson

Health Coach

Misty helps clients build sustainable health and wellness habits after 50, because a strong retirement plan should include a plan for staying active and well enough to enjoy it.

Topics may include

  • Maintaining strength and mobility after 55
  • Energy, sleep, and healthy aging
  • Practical habits that support quality of life in retirement
  • Staying well enough to enjoy what you spent years preparing for
Bertha Hurels

Bertha Hurels

Prepaid Funeral Planning

Bertha helps families lock in today’s rates for tomorrow’s funeral and burial costs, one less decision your loved ones will have to make during an already difficult time.

Topics may include

  • What prepaid funeral planning can and cannot lock in
  • Decisions families often face after the loss of a loved one
  • Planning ahead to reduce the number of decisions your family has to make

How the evening runs

Two hours, start to finish, with time to talk one-on-one.

Arrive at 5:00 to check in and settle in. The panel starts at 5:30 sharp so you get the full conversation.

Live Q&A Complimentary Buffet Dinner Door Prizes Raffles & Giveaways
  1. 5:00 PM

    Doors open and check-in

  2. 5:30 PM

    Expert panel begins

  3. 6:30 PM

    Complimentary buffet dinner

  4. 7:00 PM

    Live audience Q&A. Bring your questions.

  5. 7:15 PM

    Meet the panelists for one-on-one conversations

  6. 7:30 PM

    Event concludes. Door prizes and giveaways throughout the evening.

Seating is limited, and this one tends to fill up fast.

We are holding a select number of seats and confirming each one by phone. Reserve now and we will call to confirm and send you the address.

Reserve Your Seat

Prefer to call? 877.KPC.PLAN (877.572.7526)

Straight answers before you register

Questions people usually ask first.

Is this a sales presentation?

No. This is an educational panel with a live Q&A. There will not be a product sales presentation from the front of the room.

If you would like to continue a conversation with KPC Financial Solutions or one of the panelists after the event, you are welcome to do so.

Why isn’t the full address listed?

Seating is limited, and every reservation is confirmed before the event. Once your registration is confirmed, you will receive the event location in Highland Village, parking information, and arrival details.

Can I bring my spouse or partner?

Absolutely. In fact, we encourage it. Many of the topics discussed involve decisions couples make together. Please reserve a seat for each attendee.

Can I bring my adult child or parent?

Yes. Adult children helping a parent with financial, legal, care, or estate decisions are welcome. Please register each attendee separately.

Is the event really free?

Yes. KPC Financial Solutions is covering the dinner and event costs. There is no cost to attend and no obligation to purchase anything.

What if I have a dietary restriction?

Please let us know during registration, and we will do our best to accommodate your needs.

What if I register and can no longer attend?

Please cancel your reservation so we can make your seat available to another guest. Call 877.KPC.PLAN (877.572.7526) or email [email protected].

Thursday, September 24  |  Highland Village, TX

Reserve your seat.

Reservations close Friday, September 18, or sooner if we fill. Reserve now and we will call to confirm your seat and send you the address.

Reserve Your Seat on Eventbrite

Designed for Adults 55+ Planning for Retirement and Beyond

This is an educational event hosted by KPC Financial Solutions. It is not a sales presentation, and no products will be sold from the front of the room. KPC Financial Solutions covers the cost of dinner and the venue. Attending may lead to a follow-up conversation with KPC Financial Solutions; you may decline at any time. Guest panelists are independent professionals and are not employees of or affiliated with KPC Financial Solutions unless otherwise noted. Nothing presented should be considered personalized investment, tax, or legal advice. Please consult a qualified professional regarding your own situation.