StackStone Wealth Virtual Book Discussion Date: Tuesday, November 4, 2025 Time: 6:00 PM - 7:00 PM CST Join this event online Hosted By: StackStoneWealth Join us online for a discussion of The 5 Types of Wealth by Sahil Bloom. Connect from anywhere as we explore how time, relationships, purpose, health, and financial freedom might shape a wealthy life. A complimentary copy of the book will be mailed to you or provided as an eAudiobook. If the in-person event reaches capacity, we’ll be happy to welcome you to this virtual session. RSVP by October 31. 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. 8449690ACMR1025
Join us for a client appreciation event Date: Wednesday, December 17, 2025 Time: 4:30 PM - 7:30 PM EST Location: SIP at 1620 Wine Bar, 170 Water Street, Plymouth, MA 02360 Hosted By: StackStone Wealth We want to celebrate our clients. Please join us as we thank you for your continued support. Enjoy this special event in honor of you! To reserve a spot: call us at 508.833.1359 or email us at lauren.scopa@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
StackStone Wealth In-Person Book Discussion Date: Monday, November 3, 2025 Time: 5:30 PM - 7:00 PM CST Location: 6601 Boulder Brook Ct, Dubuque, IA 52003 Hosted By: StackStone Wealth Join us at StackStone Wealth for an in-person discussion of The 5 Types of Wealth by Sahil Bloom. Discover a fresh perspective on wealth that includes time, relationships, purpose, health, and financial freedom. A complimentary copy of the book will be mailed to you or provided as an eAudiobook. Bring a guest and receive priority seating. Seating is limited. If capacity is reached, we’re happy to add you to our virtual session. Light refreshments will be provided. RSVP by October 31. There is no cost or obligation. 8449690ACMR1025
Join us for a client appreciation event Date: Wednesday, October 15, 2025 Time: 4:30 PM - 7:30 PM EDT Location: Tugboats, 11 Arlington Street, Hyannis, MA 02601 Hosted By: StackStone Wealth We want to celebrate our clients. Please join us as we thank you for your continued support. Enjoy this special event in honor of you!
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. 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.