June Market Update Date: Tuesday, June 10, 2025 Time: 4:00 PM - 5:00 PM CDT Join this event online Presented By: Darrell Pennington, Private Wealth Advisor & Jalin Casares, and Kyndal Martin, Financial Advisors - 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. Have a question? Let us know and we’ll do our best to address it during the call! For more information: email us at lauren.luce@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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved. 7545894ACMR0125
Financial Planning: A personal guide Date: Wednesday, June 11, 2025 Time: 12:15 PM - 12:45 PM CDT Join this event online Presented By: Elton Wong, Associate Financial Advisor - Pennington Wealth Management Hosted By: Pennington Wealth Management A financial plan looks at every element of your financial life to help you understand where you are and where you’re going. During this session we’ll discuss the six pillars of financial planning and how your Ameriprise advisor can help you examine your current finances and protect what is important, accumulate wealth, plan for taxes and retirement, and preserve your wealth and legacy. For more information: email us at lauren.luce@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. © 2025 Ameriprise Financial, Inc. All rights reserved.
Wealth and Wellness: Balancing financial, physical, and mental well-being Date: Wednesday, June 18, 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 Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session we’ll explore the intersection between financial, physical, and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset. 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. 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.
Common Types of Fraud: How to protect yourself and your loved ones Date: Wednesday, June 25, 2025 Time: 12:15 PM - 12:45 PM CDT Join this event online Presented By: Kyndal Martin, Associate Financial Advisor - Pennington Wealth Management Hosted By: Pennington Wealth Management During this complimentary session we’ll talk about common types of fraud and scams. You’ll learn how to identify and avoid falling victim to a scam and we’ll also help you understand the security resources available to you as an Ameriprise client. For more information: email us at lauren.luce@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.
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 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
July Monthly Mingle Date: Wednesday, July 16, 2025 Time: 4:30 PM - 6:30 PM CDT Location: Flight Club Darts, 3515 W Dallas St Suite 100, Houston, TX 77019 Hosted By: Pennington Wealth Management We invite you to an exciting evening with the Pennington Wealth Management Team at our July 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 heading to Flight Club Darts so be sure to bring your 'A' game! 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
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 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
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
Real estate: Important considerations for you and your family Date: Wednesday, June 4, 2025 Time: 12:15 PM - 12:45 PM CDT Join this event online Presented By: Kyndal Martin, Associate 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. 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.