Upcoming events

Market & Economic Update

CDT

Join this event online

Darrell Pennington and Jalin Casares, Private Wealth Advisor and Financial Advisor - Pennington Wealth Management

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.

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.

© 2025 Ameriprise Financial, Inc. All rights reserved. 7545894ACMR0125

Social Security: Options to help you maximize your benefits

CDT

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Daniel Hurley, Partner - Social Security Informed in Partnership with Fidelity Investments

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.

To reserve a spot: email us at lauren.luce@ampf.com

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.

September Monthly Mingle

CDT

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

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

Get to Know Medicare

CDT

11 Greenway Plaza, Houston, Texas, TX 77046

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

Denise Burleigh, Principal - Insurance for All Ages

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

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

CST

Kids' Meals Houston, 8790 Hammerly Blvd., Houston, TX 77080

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

Past events

Thriving in the sandwich generation

CDT

Join this event online

Jalin Casares, Associate Vice President & Financial Advisor - Pennington Wealth Management

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.