Join Impact Partners Financial for an exclusive, invitation-only dinner event designed for individuals approaching or in retirement who want more than generic advice — and are ready for a comprehensive financial blueprint.
What makes this event different?
- We work with fewer clients by design
- Our plans integrate tax, income, investment, and legacy strategy
- This is not a sales presentation
- Attendance is limited to ensure meaningful conversation
- Qualified attendees may be invited to a private interview after the event
Interested in attending?
Please fill out the contact form below, and our team will reach out with details and an exclusive invitation to our next event.
Our educational seminars are designed to help you make confident financial decisions for your future. Each event offers practical insights on retirement strategies, income protection, and legacy planning — in a relaxed, no-pressure environment.
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
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.