Upcoming events

Five things to know about Medicare

  • Jalin Casares, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise. During this complimentary seminar we'll discuss:

  • Medicare enrollment details and deadlines
  • Considerations for managing your health care options and costs in retirement
To reserve a spot: call us at 713.332.4338 or email us at Caroline.sherbrook@ampf.com

Retiring on Your Terms

  • Alex Miller, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Will you be able to keep your lifestyle in retirement? During this complimentary seminar, you'll learn ways to:

  • Help make your retirement dreams and goals a reality.
  • Prioritize your retirement saving and spending plans to address what is most important to you.
  • Identify risks that could throw your retirement plans off track.
  • Create a meaningful legacy today — and for when you’re gone

To reserve a spot: call us at 713.332.4338 or email us at Caroline.Sherbrook@ampf.com

Why a Roth IRA? Why Now?

  • Jalin Casares, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
To reserve a spot: call us at 713.332.4338 or email us at Caroline.sherbrook@ampf.com
Investment products are not federally or FDIC-insured, 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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Why a Roth IRA? Why Now?

  • Alex Miller, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Can a Roth IRA help you prepare for a more confident retirement? This complimentary, informative seminar could help you:

  • Cut through the clutter and decide if a Roth conversion is right for you
  • Understand the value of balancing taxable with tax-free income in retirement
  • Take full advantage of all the benefits of a Roth conversion while avoiding common pitfalls
To reserve a spot: call us at 713.332.4338 or email us at Caroline.Sherbrook@ampf.com
Investment products are not federally or FDIC-insured, 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, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

A Roth IRA is tax free as long as you leave the money in the account for at least 5 years and are 59 1/2 or older when you take distributions or meet another qualifying event, such as death, disability or purchase of a first home.

Past events

Plan for the Future. Maximizing Your Social Security Benefits.

  • Jalin Casares, Financial Advisor - Ameriprise
  • Pennington Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Will Social Security provide the retirement income you need for life? This complimentary seminar will explain:

  • Whether Social Security can provide the income you need when you retire.
  • How to make the most of your Social Security benefits.
  • Sources of retirement income beyond Social Security.