Complimentary Taxes-In Retirement Workshop · Ages 55–72
Pay less in taxes. Keep more of what you've earned.
A tax strategy for now, for retirement, and for your heirs — so more of what you've built stays inside your family. Plus: what the midterms could mean for your taxes.
Bonus when you book a consultation
Your personalized Tax Analysis
See your projected tax deficit in retirement — and your family's.
When
Saturday, November 7th · 9:00 a.m. – 12:00 p.m.
Where
The Amphitheater at South Shore Harbour Resort & Conference Center
2500 South Shore Blvd, League City, TX 77573
Cost
Complimentary — no cost, no obligation
Presented by Impact! Partners Financial
Save your free seat
Bringing a spouse? Register them too — tax planning works best as a household.
Limited seating — reserve before it fills
Bonus when you book a consultation: your personalized Tax Analysis
Prefer to call? (281) 549-6515
Educational event. We'll only use your information to confirm your seat.
Featured on Houston television, radio, and in national media
What you'll walk away with by noon.
What the midterm elections could mean for tax law, your retirement and the market
Why deferring taxes may cost more later, as federal debt and interest costs climb
Roth contributions, Roth conversions and 7702 plans: when they make sense
How the SECURE Act changed inherited IRAs, and how to protect your heirs
The 4-step Impact Retirement Blueprint for income, risk and taxes
The Tax-Wise Wealth Bundle, plus a complimentary personalized Tax Analysis when you book a consultation
The morning, at a glance.
How retirement shifted onto your shoulders, why future tax rates are uncertain, and the strategies that can help you keep more — in plain language, with real examples.
Just 4 days after the midterm elections
Congress may change the tax rules in the coming years. We'll cover what a shift could mean for tax law, your retirement accounts and the market, and how to plan before the rules change instead of reacting after.
Agenda is preliminary and subject to change.
This workshop is for you if:
You're between 55 and 72
A pre-retiree or retiree in the years when tax decisions matter most — before RMDs and Social Security lock in your options.
You've built real savings
In 401(k)s, IRAs and other accounts — and you want more of it working for you instead of going to taxes.
You're worried taxes will rise
And want a strategy that plans for what taxes may be later — not just what they are today.
You're planning for heirs
You want what you've earned to pass to your spouse and family — not be eroded by avoidable taxes.
You're already retired
And want withdrawals, RMDs and Social Security working together for the smallest tax bill possible.
You want real guidance
A morning with licensed professionals in plain language — education first, not a sales pitch.
Your presenter
Summer A. Roberts
Chief Executive Officer, Impact! Partners Financial
Summer is a nationally recognized fiduciary advisor, author of Retire with Impact!, and host of The Texas Wealth Report, a weekly TV show that turns retirement, tax and market news into plain language for Texas families.
Join hundreds of Houston-area families at our workshops.
In the Amphitheater
South Shore Harbour Resort & Conference Center
2500 South Shore Blvd, League City, TX 77573
The workshop is held in the resort's Amphitheater. Doors open at 9:00 a.m. Complimentary parking on site. You'll be on your way by noon with a clearer picture of your tax strategy.
Questions before you register
Is it really complimentary?
Yes. There's no cost to attend and no obligation afterward.
Will this be a sales pitch?
No. This is an educational workshop. You'll leave with information you can use whether or not you ever work with us.
Can I bring my spouse?
Please do. Tax planning works best as a household. Just register both of you so we save two seats.
Why is this workshop right after the elections?
The midterms can shift who controls Congress, and with it the direction of tax law. Meeting 4 days after Election Day lets us talk about what actually happened and what it could mean for your plan.
Is there parking?
Yes, complimentary parking is available on site at South Shore Harbour Resort & Conference Center.
Why do you ask for details on the form?
This workshop is designed specifically for retirees and pre-retirees ages 55–72. Your answers help us make sure it's the right fit for you, so you get the most out of the presentation.
Don't leave more to the IRS than you have to.
Saturday, November 7th · 9:00 a.m. – 12:00 p.m. · League City. Complimentary to attend.
Complimentary for attendees who book a consultation
A personalized Tax Analysis
See your projected tax deficit in retirement — and your family's — so you know exactly what's at stake before you make your next move.
Seats are limited — reserve before it fills
Important disclosures
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only, and is subject to change at any time without notice. The information provided does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment strategy, opportunity, offering or issuer. Any discussion of specific strategies are for informational purposes only and have been provided to help determine whether they may be appropriate for your situation. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. A Roth conversion may not be suitable for your situation. The primary goal in converting tax deferred retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. Any information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategy.