Preparing for taxes in retirement Date: Wednesday, August 6, 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 presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement. 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. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.
Taking control of your workplace retirement benefits Date: Wednesday, August 13, 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 During this complimentary session we’ll discuss why your future financial security and your retirement lifestyle depend on how you save and invest. We’ll address key questions that drive the retirement planning process, make sure you understand your company retirement benefits and we’ll offer some simple steps you can take to control your financial situation. 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.
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
Social Security: Options to help you maximize your benefits Date: Wednesday, September 10, 2025 Time: 12:00 PM - 1:00 PM CDT Location: 11 Greenway Plaza, Houston, TX 77046 You must RSVP to receive access credentials for this event or seminar. Presented By: Daniel Hurley, Partner - Social Security Informed Hosted By: 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. 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 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 Thisis 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 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
Get to Know Medicare Date: Wednesday, October 8, 2025 Time: 12:00 PM - 1:00 PM CDT Location: 11 Greenway Plaza, Houston, Texas, TX 77046 You must RSVP to receive access credentials for this event or seminar. Presented By: Denise Burleigh, Principal - Insurance for All Ages Hosted By: 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 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 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.