January Market and Economic Update Date: Tuesday, January 14, 2025 Time: 4:00 PM - 5:00 PM CST 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? Let us know and we’ll do our best to address it during the call! For more information: email us at Symone.LeFlore@ampf.com 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. 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
Financial Planning: A personal guide Date: Wednesday, January 15, 2025 Time: 12:30 PM - 1:00 PM CST Join this event online Presented By: Jalin Casares, Senior Vice President & Financial Advisor - Pennington Wealth Management Hosted By: Pennington Wealth Management A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. For more information: email us at symone.leflore@ampf.com 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. 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.
Financial foundation: A guide to managing your money Date: Wednesday, January 22, 2025 Time: 12:30 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: Elton Wong, Associate Financial Advisor - Pennington Wealth Management Hosted By: Pennington Wealth Management Having a strong financial foundation can help you feel more confident about your financial well-being now and in the future. Regardless of where you are currently in your financial journey, this session will provide valuable information about how to define and achieve your short and long-term financial goals. We’ll share methods for creating a budget, discuss how to manage debt, and talk about saving and investing for your future. For more information: email us at symone.leflore@ampf.com 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. 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.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Goal-based advice from Ameriprise advisors Date: Wednesday, January 29, 2025 Time: 12:30 PM - 1:00 PM CST You must RSVP to receive access credentials for this event or seminar Presented By: Kyndal Martin, Associate Financial Advisor - Pennington Wealth Management Hosted By: Pennington Wealth Management This complimentary session will showcase our digital capabilities and online features to help you understand how Ameriprise financial advisors work with clients digitally. We'll also outline the Ameriprise Client Experience and explain the features and benefits that can enhance your understanding and introduce the goal-based advice approach that every client receives when they work with an Ameriprise financial advisor. For more information: email us at symone.leflore@ampf.com 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. 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.
2nd Annual Top Golf Brunch Date: Friday, December 13, 2024 Time: 10:00 AM - 12:00 PM CST Location: 1030 Memorial Brook Boulevard, Houston, TX 77084 Hosted By: Pennington Wealth Management We’re having a get together at Top Golf on Friday, December 13th! Bring some guests and join us for a fun morning of golf and brunch! There is no cost or obligation.
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.
Longevity, Meet Healthspan: How to Add Years to Your Life... & Life to Your Years Date: Wednesday, October 30, 2024 Time: 12:00 PM - 1:00 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Tim Ringgold, Author Hosted By: Pennington Wealth Management Sponsored By: 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 Date: Thursday, October 24, 2024 Time: 4:30 PM - 6:30 PM CDT Location: By Popular Demand, 12420 Memorial Dr, Houston, TX 77024 Hosted By: 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 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. 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.