Upcoming events

July Market and Economic Update

CDT

Join this event online

Darrell Pennington and Jalin Casares, Private Wealth Advisor and Financial Advisor

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? Use the email below to ask by Friday, July 5th, and we’ll do our best to address it during the call!

For more information: email us at Symone.LeFlore@ampf.com

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.

© 2024 Ameriprise Financial, Inc. All rights reserved. 6217917ACMR0124

Pickleball Tournament

CDT

Elite Pickleball, 610 W 6th St, Houston, TX 77007

Darrell Pennington and Jalin Casares, Private Wealth Advisor and Financial Advisor

Pennington Wealth Management

Join us for our first ever Pennington Wealth Management Pickleball Tournament! Bring your best pickleball partner for a morning of food, fun, and friendly competition!

For more information: email us at grace.little@ampf.com
RSVP Online

There is no cost or obligation.

Major Changes in College Search

CDT

You must RSVP to receive access credentials for this event or seminar

Cozy Wittman - College Inside Track

Pennington Wealth Management

This past year has resulted in some of the most significant changes to the college planning
process in decades.

· Admission trends have changed - many schools are becoming more selective

· The new FAFSA changes are impacting the cost of college

· A new study suggests colleges should go back to test required and so many are

Join Pennington Wealth Management as we invite national college expert, Cozy Wittman with College Inside Track, to learn how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid. If you are the parent of a high school student in grades 9 - 11, this is incredibly important info you will not want to miss!
To reserve a spot: email us at symone.leflore@ampf.com
RSVP Online

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

©2024 Ameriprise Financial, Inc. All rights reserved.

6670958ACMR0624

Medicare Strategies for 2024

CDT

12 Greenway Plaza, Conference Room, 12 Greenway Plaza, Houston, TX 77046

Denise Burleigh, Principal - Insurance for all Ages, Agency, LLC

Pennington Wealth Management

Am I required to enroll in all parts: A, B, C, and D; and what do each of these cover?

How much will premiums cost and what can I do now to keep the premiums down?

I think my employer offers a Medicare Advantage plan, do I still need to enroll?

What’s the difference between an Advantage policy and a Medigap policy?

When should I start the enrollment process?

Join us and Medicare expert Denise Burleigh for our upcoming webinar as we answer these questions and more!

Do you know anyone nearing age 65 who might have similar questions as noted above? Please send this invite to anyone who you believe might benefit from this presentation!

For more information: email us at symone.leflore@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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2023Ameriprise Financial Inc. All rights reserved.

5925625ACMR0923

Social Security: Options to help you maximize your benefits

CDT

12 Greenway Plaza, Conference Room, 12 Greenway Plaza, Houston, TX 77046

Daniel Hurley, Partner - Social Security Informed

Pennington Wealth Management

Fidelity Investments

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps.

To reserve a spot: email us at symone.leflore@ampf.com
RSVP Online

This is an informational seminar. There is no cost or obligation.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

This event is sponsored by: Fidelity Investments. The sponsor 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.

© 2024 Ameriprise Financial, Inc. All rights reserved.

Join us for National Day of Service

CST

Kids' Meals, 330 Garden Oaks Blvd, Houston, TX 77018

Pennington Wealth Management

Come spend time making a difference in our community. Please join us for the National Day of Service.
For more information: email us at symone.leflore@ampf.com
RSVP Online

Join us for National Day of Service

CST

Kids' Meals, 330 Garden Oaks Blvd, Houston, TX 77018

Pennington Wealth Management

Come spend time making a difference in our community. Please join us for the National Day of Service.
For more information: email us at symone.leflore@ampf.com
RSVP Online