Upcoming events

Protect your financial information in the digital world

CST

Join this event online

Ryan Keating, Financial Advisor - StackStone Wealth

StackStone Wealth

The digital landscape is always changing, and financial platforms are no different. Sharing information online can be scary, but when done safely, it can increase efficiencies and improve your experience.

During this session we will discuss how to communicate and share information securely, how to set up your financial goals and track progress, and how to utilize Ameriprise Financial’s online security measures.

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

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Past events

StackStone Wealth Virtual Book Discussion

CST

Join this event online

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.

There is no cost or obligation. 8449690ACMR1025

StackStone Wealth In-Person Book Discussion

CST

6601 Boulder Brook Ct, Dubuque, IA 52003

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

EDT

Tugboats, 11 Arlington Street, Hyannis, MA 02601

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

CDT

Timmerman's Supper Club, 7777 Timmerman Dr, East Dubuque, IL 61025

John Bush, Insurance Broker - Senior Savings Services

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

CDT

Join this event online

Gary Rowan, Financial Advisor - StackStone Wealth

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.