Financial foundation: A guide to managing your money Date: Wednesday, January 22, 2025 Time: 12:30 PM - 1:00 PM CST Join this event online 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 Join this event online Presented By: Jalin Casares, 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.
Join Us for Our January Happy Hour Date: Thursday, January 30, 2025 Time: 4:30 PM - 6:30 PM CST Location: Sonoma Wine & Cheese - Garden Oaks, 1227 W 34th St, Stomping Grounds, Houston, TX 77018 Hosted By: Pennington Wealth Management We invite you to an exciting evening with the Pennington Wealth Management Team at our Monthly Happy Hour! This event is a fantastic opportunity to connect with us and introduce your friends, family, and coworkers who may benefit from our financial advisory services. We are eager to meet new faces and expand our community! There is no cost or obligation. For more information: email us at symone.leflore@ampf.com RSVP Online Event registration Date: Time: 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) 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
Investing for the life you've earned - today and tomorrow Date: Wednesday, February 5, 2025 Time: 12:30 PM - 1:00 PM CST Join this event online Presented By: Kyndal Martin, Associate Financial Advisor - Pennington Wealth Management Hosted By: Pennington Wealth Management During this complimentary session, you’ll learn about the seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable. We’ll discuss common risks that can throw your financial goals and retirement plans off track, and how to break financial planning into manageable and actionable steps. 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.
Join Us for Our February Happy Hour Date: Thursday, February 20, 2025 Time: 4:00 PM - 7:00 PM CST Location: Vino & Vinyl Supper Club, 15977 City Walk, Sugar Land Town Square, Sugar Land, TX 77479 Hosted By: Pennington Wealth Management We invite you to an exciting evening with the Pennington Wealth Management Team at our Monthly Happy Hour! This event is a fantastic opportunity to connect with us and introduce your friends, family, and coworkers who may benefit from our financial advisory services. We are eager to meet new faces and expand our community! There is no cost or obligation. For more information: email us at symone.leflore@ampf.com RSVP Online Event registration Date: Time: 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) 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 a cooking class Date: Wednesday, February 26, 2025 Time: 2:00 PM - 5:00 PM CST Location: Russo's New York Pizzeria & Italian Kitchen, 5727 Westheimer Rd B, Houston, TX 77057 Hosted By: Pennington Wealth Management Please join us for this celebration of the culinary arts. It will be a unique cooking experience. Bon Appétit! For more information: email us at symone.leflore@ampf.com RSVP Online Event registration Date: Time: 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) 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
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. 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.
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! 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