Because the greatest compliment you can give us is an introduction.

At Impact Partners Financial, our mission is simple — to help families retire smarter, live longer, and leave a legacy.

If you’ve experienced the value of working with our team, you already know the difference that fiduciary planning can make.

Now, you can help bring that same peace of mind to someone you care about.

Reserve My Seat

What You’ll Learn at the seminar

  • Will I run out of money?
  • What if the market crashes again?
  • Are my 401(k)s and IRAs really “tax time bombs”?
  • Do I have a long-term care strategy that protects my dignity?
  • When and how should I claim Social Security?
  • What’s the difference between a portfolio and a plan?

Plus: How to transform uncertainty into clarity with our 4-step
Retire with Impact! Blueprint.

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

Reserve Your Seat

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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.

Opus Bistro & Steakhouse