Spring Social with StackStone Wealth Date: Wednesday, April 16, 2025 Time: 2:00 PM - 6:00 PM CDT Location: Steeple Square, 101 E 15th St, Dubuque, IA 52001 Hosted By: StackStone Wealth Join us for our Spring Social on April 16, anytime from 2:00-6:00 pm at Steeple Square, Dubuque. Enjoy an afternoon of conversation along with complimentary food and drinks. This is a bring-a-friend event. Please invite friends, family members, or colleagues you’d like to introduce to StackStone Wealth. RSVP by March 31. There is no cost or obligation.
Spring Clean Your Finances Date: Tuesday, March 18, 2025 Time: 4:00 PM - 6:30 PM CDT Location: Dubuque Golf and Country Club, 1800 Randall Pl, Dubuque, IA 52004 Join this event online Hosted By: StackStone Wealth Join StackStone Wealth for a session on revitalizing your financial and organizational habits. Our special event features insights from New York Life Investments on annual financial reviews, Jessi Bushman, Organizer Jessi, on document organization, and Stephanee Johnson, Organizing Innovations, on space decluttering. Discover strategies to streamline your finances, efficiently manage crucial documents, and transform your living or workspace. The event concludes with a networking hour featuring appetizers and cocktails, providing a great opportunity to discuss what you’ve learned with peers and experts. For those who cannot join us in person, we will offer a livestream of the presentations. Details will be provided upon registration. RSVP by March 11. Feel free to share this opportunity with others who might benefit. This is an informational seminar. There is no cost or obligation. Sponsors and representatives are not affiliated with Ameriprise Financial. 7567684ACMR0225
4 Strategies for a Smarter College Search Date: Monday, February 10, 2025 Time: 6:30 PM - 7:30 PM CST You must RSVP to receive access credentials for this event or seminar. Hosted By: StackStone Wealth Join StackStone Wealth for “4 Strategies for a Smarter College Search,” led by national college expert Heidi King from College Insight Track. This session will provide insights into current admission trends, testing requirements, and financial aid changes, empowering parents of high school students in grades 9 through 11 to navigate the college admission process. Don’t miss this opportunity to gain helpful strategies for your student’s college journey. RSVP by Friday, February 7. Feel free to share this opportunity with others who might benefit. This is an informational seminar. There is no cost or obligation. College Inside Track and representatives are not affiliated with Ameriprise Financial. 7501683ACMR0125
Your Money Story Webinar Date: Thursday, January 16, 2025 Time: 12:30 PM - 1:30 PM CST You must RSVP to receive access credentials for this event or seminar. Hosted By: StackStone Wealth Join StackStone Wealth for “Your Money Story,” a webinar led by Brian Briggs from Hartford Funds. This session will explore the psychological aspects of financial decision-making, helping you uncover and reshape your personal money story. Learn to identify, understand, and adjust your financial behaviors. RSVP by January 15 at StackStoneWealth@ampf.com. Feel free to share this opportunity with others who might benefit. This is an informational seminar. There is no cost or obligation. Sponsored by: Hartford Funds. This sponsor and 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. 7475775ACMR1224