Washington Update with Political Strategist Frank Kelly Date: Thursday, September 19, 2024 Time: 7:00 PM - 8:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Francis “Frank” J. Kelly, Founder & Managing Partner, Senior Political Strategist - Fulcrum Macro Advisors LLC, DWS Hosted By: Pennington Wealth Management Sponsored By: DWS Asset Management At Pennington Wealth Management, our goal is to empower you with the information necessary to make informed choices. That's why we've invited Frank Kelly, the Chief Political Strategist at DWS, to offer unbiased insights on the political landscape in our country. Frank Kelly comes with a wealth of experience working in the White House from working for both the Reagan and Bush Sr. administrations to the Justice Department to the US Securities and Exchange Commission. His extensive background provides a unique vantage point, allowing him to shed light on the intricacies of policy-making and political strategy. During this exclusive event, Frank Kelly will delve into the current political landscape, examining key issues and potential outcomes with a balanced perspective. Whether you are a seasoned political enthusiast or simply seeking clarity amidst the noise, this session promises to offer valuable insights and foster meaningful discussions. The evening will also include a Q&A segment, giving you the opportunity to engage directly with Frank Kelly and have your most pressing questions answered. If you have a question, let us know and we will submit it to be addressed during the presentation. We look forward to seeing you there, and we are confident that this event will leave you better prepared to navigate the complexities of the upcoming election. Secure your spot today to join us for what is sure to be an enlightening experience. To reserve a spot: email us at symone.leflore@ampf.com RSVP Online Event registration Social Security: Options to help you maximize your benefits Date: Tuesday, October 22, 2024 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. DWS and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. - 6795951ACMR0824
Medicare Strategies for 2024 Date: Wednesday, October 9, 2024 Time: 12:00 PM - 1:00 PM CDT Location: 12 Greenway Plaza, Conference Room, 12 Greenway Plaza, Houston, TX 77046 Presented By: Denise Burleigh, Principal - Insurance for all Ages, Agency, LLC Hosted By: Pennington Wealth Management Am I required to enroll in all parts: A, B, C, and D; and what do each of these cover? How much will premiums cost and what can I do now to keep the premiums down? I think my employer offers a Medicare Advantage plan, do I still need to enroll? What’s the difference between an Advantage policy and a Medigap policy? When should I start the enrollment process? Join us and Medicare expert Denise Burleigh for our upcoming webinar as we answer these questions and more! Do you know anyone nearing age 65 who might have similar questions as noted above? Please send this invite to anyone who you believe might benefit from this presentation! For more information: email us at symone.leflore@ampf.com RSVP Online Event registration Social Security: Options to help you maximize your benefits Date: Tuesday, October 22, 2024 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Insurance for All Ages, and its representatives are not affiliated with Ameriprise Financial. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023Ameriprise Financial Inc. All rights reserved. 5925625ACMR0923
Social Security: Options to help you maximize your benefits Date: Tuesday, October 22, 2024 Time: 12:00 PM - 1:00 PM CDT Location: 12 Greenway Plaza, Conference Room, 12 Greenway Plaza, Houston, TX 77046 Presented By: Daniel Hurley, Partner - Social Security Informed Hosted By: Pennington Wealth Management Sponsored By: Fidelity Investments Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps. To reserve a spot: email us at symone.leflore@ampf.com RSVP Online Event registration Social Security: Options to help you maximize your benefits Date: Tuesday, October 22, 2024 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational seminar. There is no cost or obligation. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. This event is sponsored by: Fidelity Investments. The sponsor and representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC.Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Join us for National Day of Service Date: Thursday, November 14, 2024 Time: 9:00 AM - 12:00 PM CST Location: Kids' Meals, 330 Garden Oaks Blvd, Houston, TX 77018 Hosted By: Pennington Wealth Management Come spend time making a difference in our community. Please join us for the National Day of Service. For more information: email us at symone.leflore@ampf.com RSVP Online Event registration Social Security: Options to help you maximize your benefits Date: Tuesday, October 22, 2024 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
Join us for National Day of Service Date: Thursday, November 14, 2024 Time: 12:30 PM - 2:00 PM CST Location: Kids' Meals, 330 Garden Oaks Blvd, Houston, TX 77018 Hosted By: Pennington Wealth Management Come spend time making a difference in our community. Please join us for the National Day of Service. For more information: email us at symone.leflore@ampf.com RSVP Online Event registration Social Security: Options to help you maximize your benefits Date: Tuesday, October 22, 2024 Time: 12:00 PM - 1:00 PM Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Number of additional guests attending with you (optional) 012345678910 Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
September Market and Economic Update Date: Wednesday, September 4, 2024 Time: 4:00 PM - 5:00 PM CDT Join this event online Presented By: Darrell Pennington and Jalin Casares, Private Wealth Advisor and Financial Advisor Hosted By: Pennington Wealth Management How are recent market events impacting your finances? Join our monthly call and we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty. Have a question? Use the email below to ask by Tuesday, September 3rd, and we’ll do our best to address it during the call! This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6217917ACMR0124
Pricing Trends in Higher Education Date: Wednesday, August 21, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Nancy Steenson, College Admissions Coach - Steenson College Coaching Hosted By: Pennington Wealth Management Sponsored By: John Hancock Pennington Wealth Management has invited college admissions coach Nancy Steenson of Steenson College Coaching to present Pricing Trends in Higher Education, a webinar that will help provide a greater understanding of some of the key college planning trends. Nancy's presentation will include: Current trends in admissions, including college pricing and recruiting strategies Why early decision may be the right move for some students Recent changes to FAFSA and the anticipated effect on financial aid for some families Reserve your spot today! This is an informational seminar. There is no cost or obligation. Steenson College Coaching and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6745547ACMR0724
Major Changes in College Search Date: Wednesday, August 14, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Cozy Wittman - College Inside Track Hosted By: Pennington Wealth Management This past year has resulted in some of the most significant changes to the college planningprocess in decades. · Admission trends have changed - many schools are becoming more selective · The new FAFSA changes are impacting the cost of college · A new study suggests colleges should go back to test required and so many areJoin Pennington Wealth Management as we invite national college expert, Cozy Wittman with College Inside Track, to learn how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid. If you are the parent of a high school student in grades 9 - 11, this is incredibly important info you will not want to miss! This is an informational seminar. There is no cost or obligation. College Inside Track and its representatives are not affiliated with Ameriprise Financial. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved. 6670958ACMR0624