Upcoming events

Get to Know Medicare

CDT

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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 in volunteering!

CST

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

Pennington Wealth Management

Our practice is volunteering at Kids’ Meals and we would like to invite you, your family, and friends to join us. We will be preparing nutritious meals for preschool-aged children experiencing food insecurity. This will help Kids’ Meals expand their reach and continue their vital work in combating childhood hunger across Houston.

Volunteering with Kids’ Meals is one of the most rewarding ways we give back as a team. This incredible nonprofit now serves 9,000+ children daily from their new campus, and we’re thrilled to support their mission. We’d love for you to join us — it’s a chance to make a real impact, together.

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

There is no cost or obligation

Christmas Under the Stars

CST

Rooftop Cinema Club, 1700 Post Oak Blvd 5th Level, Houston, TX 77056

Pennington Wealth Management

Celebrate the joy of the season with Pennington Wealth Management during a festive evening under the stars at Rooftop Cinema Club in Houston. We invite you and your family to a memorable holiday gathering featuring:

· Classic Christmas films on the big screen,

· Seasonal crafts and activities for all ages,

· An assortment of holiday treats and hot cocoa,

· And a special visit from Santa Claus – perfect for photos with children and those young at heart!

Whether you join us with children, grandchildren, or other loved ones, we look forward to sharing this magical evening with you and your family in the spirit of warmth, celebration, and community.
To reserve a spot: email us at lauren.luce@ampf.com
RSVP Online

There is no cost or obligation.

Past events

4 Strategies for Smarter College Search

CDT

Join this event online

Cozy Wittman - College Inside Track

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!

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.

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