Congratulations, Elton, on your BIG 10th year anniversary with PWM! We are so fortunate to have such a humble, dedicated, and driven teammate as you. You lead by example and are always the first one to offer a helping hand. Thank you for being such a crucial part of our team and “taking care of business!" Here's to many more decades to come!
The Pennington Wealth Management team recently sponsored the Sanctuary Foster Care Services golf tournament; this organization focuses on helping children and families work toward healing and permanency. We believe that if we can positively influence our children today that the future is brighter for all of us. Congratulations on a successful event, we are proud to support the cause.
If you or anyone you know needs help navigating potential lay-offs and financial struggles in these times of uncertainty, hop on a video call with one of Pennington Wealth Management’s experienced Financial Advisors, Jalin Casares to discuss Navigating Your Job Transition:
• Friday, October 2nd @ 12pm CST
• Tuesday, October 6th @ 12pm CST
RSVP to Caroline @ caroline.sherbrook@ampf.com. When you RSVP, Caroline will send the Teams information for joining the call.
Feel free to invite your friends, family, neighbors, or colleagues who might benefit from information about surviving a job transition or loss.
My family and I were honored to be part of the Forbes/Shook fund raising event at the 2020 Forbes Top Advisor Summit in Las Vegas. This year the Summit raised a record $1.4 million for the Make-A-Wish Foundation which creates life-changing wishes for children with critical illnesses. https://bit.ly/3cCW7fm
FORBES.COM
Forbes/SHOOK Raise $1.4 Million, A Record For Make-A-Wish
Please join us in wishing Alex Miller a Happy Birthday!
Congratulations Haley, on three years of service!
Haley is such a hard worker and the ultimate team player. She does everything with ease and makes work enjoyable. Our team is thankful to have her. Cheers to many more years!
One of our team members, Karelys, put her artistic skills to work on this pumpkin, it even has it’s mask on! 8 more days til Halloween! Comment and share your Halloween decorations and costume pictures below :)
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
Congratulations to my niece, Presley, & Weston. What a beautiful wedding!
Alex Miller and his wife, Brianna, cast their ballots early this weekend. Fellow Texans, early voting ends October 30th! #votenow #checkitoffthetodolist
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Please join us in wishing our Client Operations Manager, Lisa Horton a very happy birthday! May your day be filled with moments that remind you how lovely you are.
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
How to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Kathleen & I couldn’t be happier for Kendall to join Madison and her new sisters as a Kappa Alpha Theta!
Happy #WorldKindnessDay everyone! In these difficult times, it's important to think beyond ourselves, be mindful, reach out and, yes, be kind. It can make a world of difference.
With respect, honor and gratitude on Veterans Day, thank you to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service. #VeteransDay Enjoy this clip of the world's largest hanging American flag: https://bit.ly/3eQvPY5
We are so excited to welcome, Joshua Lewis, to the Pennington Wealth Management team as a Financial Planning Intern!!
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
CNBC.COM
Sustainable investing is surging. How to decide if it's right for you
My, how time flies! Please join us in congratulating our wonderful Operations Specialist, Pamela, on 8 years here at Pennington Wealth Management. Best wishes for these many years to come!
Please join us in congratulating our awesome Client Operations Specialist, Mikka, on her one year work anniversary! She’s truly one of a kind and we are grateful for her dedication and hard work over this past year. Here’s to many more!
Join us next Wednesday Feb. 3rd @ 12 pm!
RSVP: Caroline.Sherbrook@ampf.com
Find more upcoming seminars & events on our website: https://www.ameripriseadvisors.com/team/pennington-wealth-management/events/
Our PWM team is sad to say goodbye to our Client Service Specialist, Brian Crabtree. He has chosen to move back to his home state of Kentucky. Since Brian joined our firm he has been a valuable and well respected member of our team. We are going to miss him, especially his wonderful dad jokes. We wish him the best of luck on his new endeavors!
In honor of National Spouses Day... My incredible wife Kathleen and I.
Join us TOMORROW, Wednesday @ 12 pm!
RSVP: Caroline.Sherbrook@ampf.com
Find more upcoming seminars & events on our website: https://www.ameripriseadvisors.com/team/pennington-wealth-management/events