September Monthly Mingle Date: Thursday, September 25, 2025 Time: 4:30 PM - 6:30 PM CDT Location: By Popular Demand, 12420 Memorial Dr, Houston, TX 77024 Hosted By: Pennington Wealth Management We invite you to an exciting evening with the Pennington Wealth Management Team at our September 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 back at By Popular Demand in the Memorial area! We hope you can come out to meet us! To reserve a spot: 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
4 Strategies for Smarter College Search Date: Wednesday, October 1, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Cozy Wittman - College Inside Track Hosted By: Pennington Wealth Management With the landscape of college admissions and financial aid constantly shifting, it’s crucial for parents and students to stay informed and adapt their strategies. Join Pennington Wealth Management and national college search expert, Cozy Wittman, from College Inside Track, for an insightful workshop on the latest trends and changes in college admissions. This session will provide essential information to help your family navigate the college search process with confidence. Key Topics:• Changing Admission Trends• Standardized Test Requirements• Growing Selectivity• FAFSA and Financial Aid Changes• Fit and how to find it This workshop is incredibly important for parents of high school students in grades 9-11. Don’t miss it! 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. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 8351779ACMR0925
Get to Know Medicare Date: Wednesday, October 8, 2025 Time: 12:00 PM - 1:00 PM CDT Location: 11 Greenway Plaza, Houston, Texas, TX 77046 You must RSVP to receive access credentials for this event or seminar. Presented By: Denise Burleigh, Principal - Insurance for All Ages Hosted By: 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, Principal with Insurance for All Ages, for our upcoming seminar, Get to Know Medicare, as we answer these questions and more! Do you know anyone nearing age 65 who might have similar questions as noted above? Please forward this invite to anyone who you believe might benefit from this presentation! This is a hybrid seminar so please indicate whether you will be attending virtually or in-person in the notes section of your RSVP form. To reserve a spot: email us at lauren.luce@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 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.
Join us for National Day of Service Date: Wednesday, November 5, 2025 Time: 9:00 AM - 12:00 PM CST Location: Kids' Meals Houston, 8790 Hammerly Blvd., Houston, TX 77080 Hosted By: Pennington Wealth Management Come spend time making a difference in our community. Please join us for the National Day of Service. To reserve a spot: email us at lauren.luce@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
Social Security: Options to help you maximize your benefits Date: Wednesday, September 10, 2025 Time: 12:00 PM - 1:00 PM CDT Join this event online Presented By: Daniel Hurley, Partner - Social Security Informed in Partnership with Fidelity Investments Hosted By: Pennington Wealth Management Join us for a complimentary session where we’ll discuss Social Security essentials, benefits and options, strategies to consider, and next steps. This is an informational seminar. There is no cost or obligation.This event is sponsored by: Fidelity. These sponsors 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Market & Economic Update Date: Tuesday, September 9, 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 - Pennington Wealth Management 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. 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. 7545894ACMR0125
Thriving in the sandwich generation Date: Wednesday, September 3, 2025 Time: 12:15 PM - 12:45 PM CDT Join this event online Presented By: Jalin Casares, Associate Vice President & Financial Advisor - Pennington Wealth Management Hosted By: Pennington Wealth Management Members of the sandwich generation are faced with a distinct set of financial and emotional challenges while also balancing the needs of aging parents and younger children. In this seminar, we’ll talk through these hurdles and share actionable steps to help you prioritize your financial future while also supporting your family. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.