Protect your financial information in the digital world Date: Wednesday, July 9, 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 The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience. During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures. 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.
July Market Update Date: Tuesday, July 15, 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 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. Have a question? Let us know when you register 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
Goal-based advice from Ameriprise advisors Date: Wednesday, July 16, 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 This complimentary session will showcase our digital capabilities and online features to help you understand how Ameriprise financial advisors work with clients digitally. We'll also outline the Ameriprise Client Experience and explain the features and benefits that can enhance your understanding and introduce the goal-based advice approach that every client receives when they work with an Ameriprise financial advisor. 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.
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