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!
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. There is no cost or obligation. 8449690ACMR1025
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.