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Webinar Recordings

Latest Webinar

Year-End Tax Planning Checklist

About This Webinar

Join CPA Karin Christ for an educational breakdown of how current Medicare rules, tax brackets, and rising healthcare costs interact, and the key strategies to consider for your retirement plan.

  • Date:
    Tuesday, October 6, 2026
  • Host:
    Jay Angotti, CFP®, Investment Advisor Representative
    Bryan Christ, Service Advisor, KPC Financial Solutions
  • Expert:
    Karin Christ, Co-Founder & CEO of KPC Financial Solutions

Past Webinar Recordings

The Rising Cost of Long-Term Care: How to Protect Your Retirement

September 9, 2026

The AI Trade: Is It Over… or Just Getting Started?

August 26, 2026

Understanding IRMAA Surcharges, Healthcare Costs, and Your 2026 Strategy

August 12, 2026

Tax-Advantaged Charitable Giving Strategies for 2026

July 23, 2026

SpaceX & Your Wealth: Our Approach to Big Tech Investing

July 7, 2026

The Rising Cost of Long-Term Care: How to Protect Your Retirement

  • Date

September 9, 2026

  • Host
Jay Angotti & Bryan Christ

The AI Trade: Is It Over… or Just Getting Started?

  • Date

August 26, 2026

  • Host

Jay Angotti, CFP

Understanding IRMAA Surcharges, Healthcare Costs, and Your 2026 Strategy

  • Date

August 12, 2026

  • Host
Jay Angotti, CFP

Tax-Advantaged Charitable Giving Strategies for 2026

  • Date

July 23, 2026

  • Host
Jay Angotti, CFP

SpaceX & Your Wealth: Our Approach to Big Tech Investing

  • Date

July 7, 2026

  • Host

Karin Christ, CPA