
Back By Popular Demand:
Retirement Dinner Seminar
May 9 or 10, 2023 | 6:00 PM
YOU ARE CORDIALLY INVITED TO OUR DINNER
REDUCING TAXES IN RETIREMENT IN THE MIDST OF RISING TAX PROPOSALS
THIS IS A LIVE, IN-PERSON EVENT
At this COMPLIMENTARY course, you will:
Market Volatility: Proven strategies to protect retirement assets from stock market downturns & why a future market downturn could last longer than any other in history.
Maximize Income Strategy: How to create the most increasing income in retirement protecting against inflationary erosion to purchasing power - even in a prolonged market downturn period.
Long Term Care: How to plan for Long-Term Care (LTC) without giving up control of your money and keeping LTC‑directed assets liquid for potential future income needs at the same time.
Tax Mitigation Strategies: How to protect against future tax increases and create a source of tax-free income regardless of your marginal state and federal income tax bracket.
Event Details
May 9 or 10, 2023
5:45pm Arrival
6:00pm Start Time

Location:
Opus Bistro
2500 South Shore Blvd.
League City, TX
Join us for the live, in person event.
Seating is limited, so please submit your seat request now by using one of the convenient RSVP options listed below.
Want to know ways to help reduce (or even eliminate) the taxes owed on certain accounts in retirement?
This is a can't-miss event!
True Portfolio Diversification: How to understand the difference between “true” versus “fake” asset diversification strategies for a volatile and unpredictable global market.
Social Security Income: How to determine when the right age is to pull the trigger.
Longevity Risk Mitigation: How to ensure increasing income regardless of how long you live.

Summer A. Roberts
FOUNDER & CEO
A native of Biloxi, MS, Summer received a bachelor’s degree from Southern Methodist University. After graduating she embarked on her professional career initially securing an internship for the former White House Director of Public Relations. Her performance became a springboard for her to become a successful recruiter in New Orleans.
Summer’s desire to help others led her to join the family business and her career took off as CEO of Roberts Wealth Management. She has a rich family history of financial advisors. It’s in her DNA! Summer continues to advance in her field by always striving to demonstrate excellence and impact her clients.
Summer is highly involved in the community she serves, donating her time to non-profit organizations like Make A Wish Foundation, Anchor Point, Bay Area Turning Point, MomKind, Bay Area Pet adoptions, and Junior Achievement. She is a proud Board Member and Treasurer of a prestigious private school in Friendswood.
Summer believes what sets her apart from other financial advisors is her innate, burning desire to leave the world better than how she found it! She goes beyond the numbers and truly cares for the people and families’ lives she impacts every day! It’s no coincidence her latest business venture has “Impact!” in its name. She believes in personal service, transparency and relentless due diligence. Her desire for serving others with integrity and always doing the right thing, plus her years of dedicated service, are what make her particularly unique.
Find out how to keep more dollars for retirement and give less to the IRS!
Complete the form below to PRE-register.
NOTE: You will not be fully registered after you fill out the form. Someone will contact you to fully confirm your registration.
THIS IS A LIVE, IN-PERSON EVENT
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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.