Tackling Taxes Date: Wednesday, April 2, 2025 Time: 12:15 PM - 12:45 PM CDT Join this event online Presented By: Joe Feeney, Regional Advisor Consultant - Columbia Threadneedle Hosted By: Pennington Wealth Management For more information: email us at symone.leflore@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Columbia Threadneedle is an affiliate of Ameriprise Financial Services, LLC.
April Market and Economic Update Date: Tuesday, April 8, 2025 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. Please extend this invitation to coworkers, friends and family who may find it useful.Have a question? Click the button below for more information and ask in the comments box and we’ll do our best to address it during the call. For more information: email us at symoneaimee@gmail.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. ©2025 Ameriprise Financial, Inc. All rights reserved.
Real estate: Important considerations for you and your family Date: Wednesday, April 9, 2025 Time: 12:15 PM - 12:45 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Jalin Casares, Financial Advisor - Pennington Wealth Management Hosted By: Pennington Wealth Management During this complimentary session, we’ll discuss the different ways we all interact with real estate. We'll discuss the current real estate market, what you need to know about real estate investing, and considerations for helping a family member with a home purchase. To reserve a spot: 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.Real estate are narrowly focused investments and may exhibit higher volatility than investments with broader investment objectives.Real estate investments are subject to risks including illiquidity, valuation and financing complexities, taxes, mortgage rate risk and other economic, political or regulatory hazards. Ameriprise Financial does not offer or transact business in real estate.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.
Spring Gardening Workshop Date: Friday, April 11, 2025 Time: 10:00 AM - 12:00 PM CDT Location: Thompson + Hanson Stone House, 3600 West Alabama Street, Houston, TX 77027 Hosted By: Pennington Wealth Management Get your green thumbs ready for spring with our gardening workshop at Thompson and Hanson! You and any guests you’d like to bring will arrange your very own succulent gardens while enjoying tasty treats from Tiny Boxwoods. There is no cost or obligation to attend. If you have any questions, please email symone.leflore@apmf.com To reserve a spot: email us at symone.leflore@ampf.com RSVP Online Event registration May Monthly Mingle Date: Thursday, May 22, 2025 Time: 4:30 PM - 6:30 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
Strategies to help you make an impact with your estate Date: Wednesday, April 16, 2025 Time: 12:15 PM - 12:45 PM CDT 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 One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. To reserve a spot: 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.
Planning for the future: An approach for your whole family Date: Wednesday, April 23, 2025 Time: 12:15 PM - 12:45 PM CDT 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 When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will: - Help you consider what leaving a legacy means- Introduce the Ameriprise Family Legacy Planner as a tool you can use to inform your family conversations- Highlight how an advisor can help you work through important financial issues with your family and loves ones To reserve a spot: 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.
April Monthly Mingle Date: Thursday, April 24, 2025 Time: 4:30 PM - 5:00 PM CDT Location: The Podium at Porsche River Oaks, 4007B Greenbriar Dr, Houston, TX 77098 Hosted By: Pennington Wealth Management We invite you to an exciting evening with the Pennington Wealth Management Team at our April Monthly Mingle! 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. This month, meet our advisor Kyndal Martin at Porsche River Oaks! Yes, there will be cars on display along with good food and great conversation! For more information: email us at symone.leflore@ampf.com RSVP Online Event registration May Monthly Mingle Date: Thursday, May 22, 2025 Time: 4:30 PM - 6:30 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
Protect your financial information in the digital world Date: Wednesday, April 30, 2025 Time: 12:15 PM - 12:45 PM CDT You must RSVP to receive access credentials for this event or seminar Presented By: Jalin Casares, Financial Advisor - Pennington Wealth Management Hosted By: Pennington Wealth Management The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. To reserve a spot: 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.
Mother's Day Flower Arranging Workshop Date: Thursday, May 8, 2025 Time: 6:30 PM - 7:30 PM CDT Location: 11 Greenway Plaza, Suite 2100, Houston, TX 77406 You must RSVP to receive access credentials for this event or seminar Presented By: Megan Ahonen, Lifestyle Coach - Alice's Table Hosted By: Pennington Wealth Management This event is hybrid with options to attend both virtually and in person. Looking for a unique way to celebrate Mother’s Day? Our Flower Arranging Workshop is the perfect chance to unwind, get creative, and make a thoughtful gift for your mother this year! Bring a guest in-person--whether it’s a friend, co-worker, or family member (21+) -- and enjoy: A hands-on floral arranging session Assorted bites and treats A fun, relaxed atmosphere Registration closes at midnight on April 18. Please let us know in the RSVP if you will be attending virtually or in-person. To reserve a spot: email us at symone.leflore@ampf.com RSVP Online Event registration May Monthly Mingle Date: Thursday, May 22, 2025 Time: 4:30 PM - 6:30 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 There is no cost or obligation
May Monthly Mingle Date: Thursday, May 22, 2025 Time: 4:30 PM - 6:30 PM CDT Location: Talyard Brewing Company, 1033 Imperial Blvd, Sugar Land, TX 77498 Hosted By: Pennington Wealth Management We invite you to an exciting evening with the Pennington Wealth Management Team at our May Monthly Mingle! 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. This month, we're coming to Sugar Land's newly opened Talyard Brewing Company! To reserve a spot: email us at symone.leflore@ampf.com RSVP Online Event registration May Monthly Mingle Date: Thursday, May 22, 2025 Time: 4:30 PM - 6:30 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
June Monthly Mingle Date: Thursday, June 26, 2025 Time: 4:30 PM - 6:30 PM CDT Location: State Fare Kitchen & Bar, 1900 Hughes Landing Blvd Suite, The Woodlands, TX 77380 Hosted By: Pennington Wealth Management We invite you to an exciting evening with the Pennington Wealth Management Team at our June Monthly Mingle! 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. This month we're coming out to The Woodlands! To reserve a spot: email us at symone.leflore@ampf.com RSVP Online Event registration May Monthly Mingle Date: Thursday, May 22, 2025 Time: 4:30 PM - 6:30 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
August Monthly Mingle Date: Thursday, August 21, 2025 Time: 4:30 PM - 6:30 PM CDT Location: Loro Asian Smokehouse & Bar, 1001 W 11th St, Houston, TX 77008 Hosted By: Pennington Wealth Management We invite you to an exciting evening with the Pennington Wealth Management Team at our August Monthly Mingle! 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. This month we're going to Loro Asian Smokehouse & Bar in the Heights! Their food is seriously delicious, we hope you can come out to see us! To reserve a spot: email us at symone.leflore@ampf.com RSVP Online Event registration May Monthly Mingle Date: Thursday, May 22, 2025 Time: 4:30 PM - 6:30 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