Navigating the Medicare Maze – Lunch & Learn Date: Wednesday, September 10, 2025 Time: 11:30 AM - 1:30 PM CDT Location: Timmerman's Supper Club, 7777 Timmerman Dr, East Dubuque, IL 61025 Presented By: John Bush, Insurance Broker - Senior Savings Services Hosted By: StackStone Wealth Join our team for an informative Lunch & Learn designed to help you navigate Medicare more confidently. Insurance Broker John Bush, Senior Savings Services, will break down key topics including enrollment timelines, penalties to avoid, Supplement vs. Advantage Plans, Part D coverage, and updates for 2026. Limited seats available. Priority seating reserved for guests who bring a guest. RSVP by September 5. To reserve a spot: call us at 563.556.7132 or email us at StackStoneWealth@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar There is no cost or obligation.
Navigating your Social Security benefits Date: Thursday, August 28, 2025 Time: 5:00 PM - 5:30 PM CDT Join this event online Presented By: Gary Rowan, Financial Advisor - StackStone Wealth Hosted By: StackStone Wealth Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Navigating your Social Security benefits Date: Thursday, August 28, 2025 Time: 12:00 PM - 12:30 PM CDT Join this event online Presented By: Gary Rowan, Financial Advisor - StackStone Wealth Hosted By: StackStone Wealth Will Social Security provide the retirement income you need for life? This complimentary session will explain whether Social Security can provide the income you need when you retire; how to make the most of your Social Security benefits; and discuss sources of retirement income beyond Social Security. 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. Always consult a Social Security agent or attorney regarding your specific Social Security decisions.Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.
Family-Friendly Movie with StackStone Wealth Date: Wednesday, July 23, 2025 Time: 1:30 PM - 3:30 PM CDT Location: Phoenix Theatres, 555 JFK Rd, Dubuque, IA 52001 Hosted By: StackStone Wealth Grab some popcorn and join us for a showing of The Smurfs, a family-friendly event hosted by StackStone Wealth. Please invite friends, colleagues, family, or grandchildren. This afternoon is a great opportunity to introduce someone new to our team. Spaces are limited. RSVP by Friday, July 18. There is no cost or obligation. 8078796ACMR0625
Protecting Your Data: Aware and Prepared Date: Wednesday, June 18, 2025 Time: 9:00 AM - 10:00 AM CDT Join this event online Hosted By: StackStone Wealth StackStone Wealth invites you to join us for an educational webinar presented by MFS Investments, designed to help you better protect your personal and financial information in today’s digital world. Scammers are becoming more creative—using emails, phone calls, texts, and even artificial intelligence to commit fraud. This webinar will walk you through the most common threats, how to identify red flags, and the steps to take if your data is ever compromised. Learn what to look out for, what to do if something goes wrong, and how to build habits that keep your information safer. Feel free to share this opportunity with others who might benefit. This is an informational seminar. There is no cost or obligation. MFS Investments and representatives are not affiliated with Ameriprise Financial. 7943038ACMR0525
Hope and Healing: Tips for Navigating Grief Date: Thursday, May 15, 2025 Time: 5:30 PM - 7:00 PM CDT Location: Dubuque Golf and Country Club, 1800 Randall Pl, Dubuque, IA 52004 Join this event online Hosted By: StackStone Wealth Navigating grief can be challenging. Join us for Hope and Healing, a seminar offering a compassionate space to discover coping tools and being the path to healing. We welcome you to bring friends or family who may also benefit from this supportive gathering. For those unable to attend in person, a live stream will be available. There is no cost or obligation. 7624351ACMR0225