Upcoming events

Plan for the future. How an estate plan helps put you in control.

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

During this complimentary seminar, you’ll learn ways to:

  • Care for the people you love, even after you’re gone.
  • Leave behind a lasting, meaningful legacy.
  • Manage estate tax burden – for you and your heirs.
To reserve a spot: call us at 713.332.4338 or email us at Caroline.Sherbrook@ampf.com
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.

Protect yourself against identity theft

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

What can you do to protect your identity from being stolen? During this complimentary seminar, you’ll learn about:

  • Common ways your personal information can be compromised
  • Steps you can take to protect your personal information
  • What to do if you are a victim of identity theft
To reserve a spot: call us at 713.332.4338 or email us at Caroline.Sherbrook@ampf.com

Sending your child to college

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

Invest in your child's future without sacrificing yours. During this complimentary seminar, you’ll learn ways to:

  • Define a college saving goal that is right for you.
  • Determine today’s cost and various payment options.
  • Balance retirement and college savings.
  • Understand what goes into college saving and college spending.
To reserve a spot: call us at 713.332.4338 or email us at Caroline.Sherbrook@ampf.com

Five things to know about Medicare

  • Alex Miller, 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

Common types of fraud: How to protect yourselves and your loved ones

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

During this complimentary seminar, we’ll talk about common types of fraud and scams, and help you:

  • Learn how to identify and avoid falling victim to a scam
  • Understand the resources available to you as an Ameriprise client
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?

  • 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.