Upcoming events

November Market and Economic Update

CST

Join this event online

Darrell Pennington and Jalin Casares, Private Wealth Advisor and Financial Advisor

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, December 10th, and we’ll do our best to address it during the call!

For more information: email us at Symone.LeFlore@ampf.com

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

Past events

Join us for National Day of Service

CST

Kids' Meals, 330 Garden Oaks Blvd, Houston, TX 77018

Pennington Wealth Management

Come spend time making a difference in our community. Please join us for the National Day of Service.

Social Security: Options to help you maximize your benefits

CDT

12 Greenway Plaza, Conference Room, 12 Greenway Plaza, Houston, TX 77046

Daniel Hurley, Partner - Social Security Informed

Pennington Wealth Management

Fidelity Investments

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps. This event is in-person and lunch will be provided.

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.

Medicare Strategies for 2024

CDT

The HUB, Conference Room, 3 Greenway Plaza, Houston, TX 77046

Denise Burleigh, Principal - Insurance for all Ages, Agency, LLC

Pennington Wealth Management

When should I start the enrollment process?

What’s the difference between an Advantage policy and a Medigap policy?

Am I required to enroll in all parts: A, B, C, and D; and what do each of these cover?

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! This event is in-person and lunch will be provided.

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

Washington Update with Political Strategist Frank Kelly

CDT

You must RSVP to receive access credentials for this event or seminar

Francis “Frank” J. Kelly, Founder & Managing Partner, Senior Political Strategist - Fulcrum Macro Advisors LLC, DWS

Pennington Wealth Management

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.

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

Major Changes in College Search

CDT

You must RSVP to receive access credentials for this event or seminar

Cozy Wittman - College Inside Track

Pennington Wealth Management

This past year has resulted in some of the most significant changes to the college planning
process 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 are

Join 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