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.

Longevity, Meet Healthspan: How to Add Years to Your Life... & Life to Your Years

CDT

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

Tim Ringgold, Author

Pennington Wealth Management

Hartford Funds

Join us for an enlightening and empowering event that tackles a critical issue: how to not just extend your lifespan but enhance the quality of those extra years.

Discover practical steps and innovative solutions to combat ageism and improve your healthspan.

Event Highlights:

  • Inspiring Talk: Learn from Tim Ringgold's 4-part framework based on extensive cross-cultural research.
  • Practical Tips: Implement 7 easy practices to take charge of your health today.
  • Holistic Approach: Learn ways you can improve your health biologically, psychologically, sociologically, and spiritually.

This is an informational event. There is no cost or obligation.

By clicking the link, you will leave Ameriprise.com. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from 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 AmeripriseFinancial Services, LLC. Member FINRA and SIPC.

© 2024 Ameriprise Financial, Inc.All rights reserved.

Join us for a wine tasting

CDT

By Popular Demand, 12420 Memorial Dr, Houston, TX 77024

Kyndal Martin, Associate Financial Advisor, Pennington Wealth Management

We'd love you to join us for a wine tasting experience. Cheers!

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