Upcoming events

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.

To reserve a spot: email us at StackStoneWealth@ampf.com
RSVP Online

Past events

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

MIT AgeLab: 8,000 Days

CST

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

Brian Briggs, Managing Director - Hartford Funds

StackStone Wealth

Join StackStone Wealth for a complimentary webinar, where we’ll explore how today's longer lifespans are extending retirement to over 20 years—a significant journey of roughly 8,000 days. Discover the impact of this on your future planning.

We're excited to present MIT AgeLab: 8,000 Days by Brian Briggs, Managing Director at Hartford Funds. This session will provide key insights into preparing for retirement as a new, complex, and uncharted phase of life.

This is an informational seminar. There is nocost or obligation.

StackStone Wealth is aprivate wealth advisory practice of Ameriprise Financial Services, LLC. TheCompass is a trademark of Ameriprise Financial, Inc.

This seminar is sponsored by Hartford Funds. Hartford Funds and theirrepresentatives are not affiliated with Ameriprise Financial.

6197140ACMR0124

Social Security: Unlock Its Potential

CST

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

Mike Lynch, Managing Director - Hartford Funds

StackStone Wealth

At StackStone Wealth, we are continually looking for ways to add value to your financial journey.

We are excited to invite you to an exclusive webinar, Social Security: Unlock Its Potential. This complimentary session will explain:

  • The timing of when you start receiving benefits.
  • How continued work can affect benefits.
  • The role of taxes and social security.

We are looking forward to sharing this session with you. Please reach out with any questions.

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.

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.

Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved. 6160779ACMR1223