Do You Have a Plan — or Just a Portfolio?

Discover how to build income-for-life, reduce tax exposure, and protect your retirement from unnecessary risk.

Reserve My Seat - Complimentary Dinner for Retirees

📅 Thursday, February 26, 2026, at 6:00 PM
📍 2500 South Shore Blvd, League City, TX 77573

Join Impact! Partners Financial for a retirement presentation followed by a complimentary gourmet meal. Seating is limited.

Take Control of Your Retirement — Before Uncertainty Takes Control of You

What You’ll Learn at the seminar

Most retirees don’t fail because they didn’t save enough —
They fail because they didn’t have a strategy.

  • The difference between having a portfolio and having a true retirement plan.
  • How sequence of returns risk can quietly derail your income strategy.
  • Why taxes may be the biggest threat to your long-term wealth — and how to plan ahead.
  • The three tax buckets and how proper positioning can reduce future tax exposure.
  • How to build reliable income that you can’t outlive.
  • The 4-step Retire With Impact! Blueprint designed to bring clarity, confidence, and control to your retirement.

Plus: Why this is not a sales meeting — but a private working session focused entirely on your financial future.

Reserve Your Seat

Name
My major concern about retirement is
Select all that apply
Outside of real estate – What is the total size of your investment portfolio?
Have you attended one of our retirement seminars before?
Would you like to bring a guest?

Confirmation Required: You must RSVP and speak with an Impact! Partners associate to confirm your attendance and finalize your meal selection. Your seat is NOT reserved until confirmed.

This event is exclusive to retirees and pre-retirees ages 55–70.
For the comfort of all guests, no children, agents, or brokers are permitted.

About Your Host:
Summer A. Roberts, CEO

  • CEO & Founder, Impact! Partners Financial; host of The Texas Wealth Report
  • Published author of Retire with Impact!
  • Honored as one of Houston’s Top CEOs; featured in Houstonia Magazine Women on the Move
  • Consistently recognized among the Top Women Advisors nationwide
  • Active philanthropic leadership and community service

As Seen On

Opus Bistro & Steakhouse