
Back By Popular Demand:
Taxes Workshop
March 28th or 30th, 2023 | 6:00 PM
Attention Oil & Gas Employees
MISTAKES THAT COULD AFFECT 55+ INVESTORS TODAY
Why taxes can easily be one of your biggest expenses in retirement
(and what you can do to help minimize them)
At this COMPLIMENTARY course, you will:
Discover 3 steps to creating an income plan, and the tools at your disposal to help ensure your income lasts as long as you need it to.
Understand risk and what it means for you, and how market volatility can trigger emotional reactions.
Find out a strategic method for taking income from all your accounts (401Ks, IRAs, 403b’s, ROTHs, etc.) to help minimize taxes
Learn which “Old World” myths about money limit most retirement plans today
Event Details
Tuesday, March 28th or Thursday, March 30, 2023
5:45pm Arrival
6:00pm Start Time
Location:
San Jacinto College, Pasadena
8060 Spencer Hwy
Pasadena, TX 77505
We will be in the Interactive Learning Center, C-1. When you enter through the front doors, the room is directly to your right. Room C-1.155.
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!
Discover how the “Three Buckets Approach” to tax planning can help you avoid costly tax mistakes and lost income.
Learn what every investor should know on how the most common financial vehicles are taxed.
See where “traditional” retirement advice breaks down, and ways new unconventional wisdom could minimize your taxes and make income last longer.
Understand how your Social Security fits into the big picture, and why when you claim can affect you permanently.

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 register now!
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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.