Past events

Seven Things Nobody Tells You About Retirement

CDT

You must RSVP to receive access credentials for this event or seminar

Bryan Halverson, Senior Regional Advisor Consultant - Columbia Threadneedle Investments

StackStone Wealth

Join StackStone Wealth to hear what life might look like after work and develop a more personal and creative approach to everyday life in retirement. We're excited to present Seven Things Nobody Tells You About Retirement by Bryan Halverson, Senior Regional Advisor Consultant at Columbia Threadneedle Investments. Bryan will share insights about the retirement environment and why people might benefit from a holistic approach to retirement that integrates the mental, social, and physical aspects of life after work. Please RSVP by Tuesday, July 23.

This is an informational seminar. There is no cost or obligation.

StackStone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC.

The Compass is a trademark of Ameriprise Financial, Inc.

This seminar is sponsored by Columbia Threadneedle Investments. Columbia Threadneedle Investments and their representatives are affiliated with Ameriprise Financial, NC.

Join StackStone Wealth for a Special Movie Day!

CDT

Phoenix Theatres, 555 JFK Rd, Dubuque, IA 52002

StackStone Wealth

:::UPDATE::::

Thank you for your interest in attending our movie event. We have been delighted by the enthusiastic response and have reached full capacity for the theater.

Unfortunately, we are unable to accommodate any more RSVPs at this time. However, we would like to offer you the opportunity to be placed on a waiting list. Should any spots become available, we will notify you immediately. If you would like to be added to the waiting list, send an email to StackStoneWealth@ampf.com.

We appreciate your understanding.

FREE Shredding and E-Waste Recycling*

CDT

DUBUQUE - StackStone Wealth, 6601 Boulder Brook Ct, Dubuque, IA 52003

StackStone Wealth

Bring items to shred! Certified vendor to shred documents securely.

E-waste items for proper disposal:

  • CD’s and DVD’s
  • Cellphones & Batteries
  • VCR & DVD Players
  • Computers and Hardware
  • TV’s and Monitors* ($25 fee per item)

While you are here, grab a drink from That 1 Place Coffee Truck!

There is no cost (other than as noted above) or obligation. StackStone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC. Third-party companies are not affiliated with Ameriprise Financial, Inc.

FREE Shredding Event - Lake Geneva

CDT

835 Geneva Pkwy N, Ste 2, Lake Geneva, WI 53147

StackStone Wealth

Bring items to shred! Certified vendor to shred documents securely.

There is no cost or obligation. StackStone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC. Third-party companies are not affiliated with Ameriprise Financial, Inc.

Retain Your Brain

CDT

You must RSVP to receive access credentials for this event or seminar

Tom Barrett, Managing Director - Hardford Funds

StackStone Wealth

Join StackStone Wealth for our complimentary March webinar. During this one-hour session, we will discuss a concern close to many hearts: the fear of memory loss and its impact on our financial well-being.

We're excited to present Retain Your Brain by Tom Barrett, Managing Director at Hartford Funds. Tom will share insights about cognitive decline and discuss research suggesting that lifestyle choices, more than genes, can influence our brain's health and aging.

This is an informational seminar. There is no cost or obligation. StackStone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC.The Compass is a trademark of Ameriprise Financial, Inc.
This seminar is sponsored by Hartford Funds. Hartford Funds and their representatives are not affiliated with Ameriprise Financial, Inc. 6206520ACMR0124