Upcoming events

Shell Workshop: Retirement Readiness - Can I Retire?

  • Darrell R. Pennington, MBA, CFP®, Private Wealth Advisor - Pennington Wealth Management
  • Tiras Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this workshop, you’ll learn:

  • How to determine how much income you’ll need in retirement
  • How to identify income sources that you can combine to create your “retirement paycheck”
  • How today’s market volatility impacts your ability to retire
  • How your Shell retirement benefits can help you reach your retirement goals
  • How to identify risks that could throw your retirement plans off track

We understand you may have questions about your financial situation, including retirement planning and job navigation. We hope you take advantage of these valuable, complimentary workshops. If you have questions about your 401(k), retirement account(s),health benefits, retirement readiness and/or job navigation, please call our office at 713-332-4400 to schedule a complimentary meeting to answer your questions.

This workshop is for Shell employees and spouses only.

To reserve a spot: email us at tiraswealthmanagement@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 Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Shell workshop: Financial Insights

  • Jalin J. Casares, APMA®, Financial Advisor, Associate Vice President - Pennington Wealth Management
  • Tiras Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Don’t be intimidated by financial planning! This workshop incorporates Shell benefits with everyday financial planning concepts. This is our most popular workshop and attendees tell us they feel empowered and educated about the steps they need to take to prepare for the future!

We understand you may have questions about your financial situation, including retirement planning and job navigation. We hope you take advantage of these valuable, complimentary workshops. If you have questions about your 401(k), retirement account(s),health benefits, retirement readiness and/or job navigation, please call our office at 713-332-4400 to schedule a complimentary meeting to answer your questions.

This workshop is for Shell employees and spouses only.

To reserve a spot: email us at tiraswealthmanagement@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 Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Shell Workshop: Plan for the Future. How an Estate Plan Puts You in Control.

  • R. Jeffrey Judah, CFP®, AAMS®, Private Wealth Advisor - PinnacleReach Wealth Advisors
  • Tiras Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary workshop, you’ll learn about:

  • 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.

We understand you may have questions about your financial situation, including retirement planning and job navigation. We hope you take advantage of these valuable, complimentary workshops. If you have questions about your 401(k), retirement account(s), health benefits, retirement readiness and/or job navigation, please call our office at713-332-4400 to schedule a complimentary meeting to answer your questions.

This workshops is for Shell employees and spouses only.

To reserve a spot: email us at tiraswealthmanagement@ampf.com

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

Past events

Shell workshop: Put your Compensation to Work. Taking Control of your Savings and Investment Plan.

  • Jalin J. Casares, APMA®, Financial Advisor, Associate Vice President - Pennington Wealth Management
  • Tiras Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

In today’s labor market, you need to know how to take full advantage of the compensation you receive from your employer. In this workshop, you’ll learn ways to:

  • Uncover “hidden” compensation opportunities you may not know about.
  • Take full advantage of every employee benefit available to you.
  • Manage your income more effectively so you can find more dollars to invest in your dreams.

We understand you may have questions about your financial situation, including retirement planning and job navigation. We hope you take advantage of these valuable, complimentary workshops. If you have questions about your 401(k), retirement account(s),health benefits, retirement readiness and/or job navigation, please call our office at 713-332-4400 to schedule a complimentary meeting to answer your questions.

This workshop is for Shell employees and spouses only.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

Shell workshop: Investing for the Life You've Earned - Today and Tomorrow

  • Jalin J. Casares, APMA®, Financial Advisor, Associate Vice President - Pennington Wealth Management
  • Tiras Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary workshop, you’ll learn about:

  • Seven fundamental components of smart investing that can be applied during volatile periods and when markets are stable
  • Common risks that can throw your financial goals and retirement plans off track
  • How to break financial planning into manageable and actionable steps

We understand you may have questions about your financial situation, including retirement planning and job navigation. We hope you take advantage of these valuable, complimentary workshops. If you have questions about your 401(k), retirement account(s),health benefits, retirement readiness and/or job navigation, please call our office at 713-332-4400 to schedule a complimentary meeting to answer your questions.

This workshop is for Shell employees and spouses only.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

Shell Workshop: Retirement Readiness - Can I Retire?

  • Darrell R. Pennington, MBA, CFP®, Private Wealth Advisor - Pennington Wealth Management
  • Tiras Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this workshop, you’ll learn:

  • How to determine how much income you’ll need in retirement
  • How to identify income sources that you can combine to create your “retirement paycheck”
  • How today’s market volatility impacts your ability to retire
  • How your Shell retirement benefits can help you reach your retirement goals
  • How to identify risks that could throw your retirement plans off track

We understand you may have questions about your financial situation, including retirement planning and job navigation. We hope you take advantage of these valuable, complimentary workshops. If you have questions about your 401(k), retirement account(s),health benefits, retirement readiness and/or job navigation, please call our office at 713-332-4400 to schedule a complimentary meeting to answer your questions.

This workshop is for Shell employees and spouses only.

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 Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.

Shell workshop: Markets Update

  • Jalin J. Casares, APMA®, Financial Advisor, Associate Vice President - Pennington Wealth Management
  • Tiras Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary workshop, you’ll learn about:

  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

We understand you may have questions about your financial situation, including retirement planning and job navigation. We hope you take advantage of these valuable, complimentary workshops. If you have questions about your 401(k), retirement account(s),health benefits, retirement readiness and/or job navigation, please call our office at 713-332-4400 to schedule a complimentary meeting to answer your questions.

This workshop is for Shell employees and spouses only.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc. All rights reserved.

Shell workshop: Financial Insights

  • Jalin J. Casares, APMA®, Financial Advisor, Associate Vice President - Pennington Wealth Management
  • Tiras Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Don’t be intimidated by financial planning! This workshop incorporates Shell benefits with everyday financial planning concepts. This is our most popular workshop and attendees tell us they feel empowered and educated about the steps they need to take to prepare for the future!

We understand you may have questions about your financial situation, including retirement planning and job navigation. We hope you take advantage of these valuable, complimentary workshops. If you have questions about your 401(k), retirement account(s),health benefits, retirement readiness and/or job navigation, please call our office at 713-332-4400 to schedule a complimentary meeting to answer your questions.

This workshop is for Shell employees and spouses only.

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 Services, LLC. Member FINRA and SIPC.

© 2020 Ameriprise Financial, Inc. All rights reserved.