Complimentary Estate Planning Seminar
Your Legacy Deserves More Than a Will.
Everyone has an estate plan — the question is whether it's the one you chose or the one the state wrote for you. Join us for a clear, jargon-free evening on wills, trusts, probate, and how to make sure what you've built goes to the people you love — without unnecessary costs, delays, or headaches.
- Choose Your EveningTue, Sept 15 or Wed, Sept 16, 20266:00 PM · Doors open at 5:45 PM
- LocationGauchos Do SulBrazilian Steakhouse · Houston area, TX
- Hosted BySummer A. RobertsCEO & Founder, Impact! Partners Financial
Reserve Your Seats
Complimentary admission for you and a guest.
By registering you agree to be contacted about this event. We respect your privacy and never sell your information.
What you'll learn
Estate Planning, Explained in Plain English
In about an hour — no legal jargon, no sales pitch — you'll understand the documents, decisions, and deadlines that protect your family.
Wills vs. Trusts — What You Actually Need
The real differences between a will, a revocable trust, and an irrevocable trust — and how to know which fits your family and goals.
How to Keep Your Family Out of Probate
Why probate can take months or years, what it costs, and the planning steps that let your assets pass without a courtroom.
The Documents Most Families Are Missing
Powers of attorney and HIPAA releases — the pieces that protect you while you're living, not just after you're gone.
Beneficiaries, Taxes & Costly Mistakes
Why outdated beneficiary designations quietly override your will, and how shifting tax laws could affect what your heirs keep.
Your host
Summer A. Roberts
CEO & Founder, Impact! Partners Financial
- CEO & Founder of Impact! Partners Financial and 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
- Estate strategy coordinated with your income, tax, and retirement plan — guided by an investment adviser representative.
You Already Have a Plan — Is It Yours?
If you haven't put a plan in place, the state has one for you — and it decides who inherits, who's in charge, and how long it takes. This seminar shows you how to take that control back.
Confirmation Required
You must register and speak with an Impact! Partners associate to confirm your attendance. Your seat is not reserved until confirmed. No children, agents, or brokers, please.
Can't make it this time?
Let's talk one-on-one instead
Schedule a complimentary 15-minute phone consultation and get your estate and retirement questions answered — no obligation.
Protect What You've Built — Reserve Your Seat
One relaxed evening at Gauchos Do Sul with Summer A. Roberts — Tuesday, September 15 or Wednesday, September 16 at 6:00 PM — and you'll leave knowing exactly which documents and decisions your legacy needs.