Upcoming events

Spring Social with StackStone Wealth

CDT

Steeple Square, 101 E 15th St, Dubuque, IA 52001

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.

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

There is no cost or obligation.

Hope and Healing: Tips for Navigating Grief

CDT

Dubuque Golf and Country Club, 1800 Randall Pl, Dubuque, IA 52004

Join this event online

StackStone Wealth

Navigating grief can be challenging. Join us for Hope and Healing, a seminar offering a compassionate space to discover coping tools and being the path to healing.

We welcome you to bring friends or family who may also benefit from this supportive gathering. For those unable to attend in person, a live stream will be available.

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

There is no cost or obligation.

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Past events

Spring Clean Your Finances

CDT

Dubuque Golf and Country Club, 1800 Randall Pl, Dubuque, IA 52004

Join this event online

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.

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4 Strategies for a Smarter College Search

CST

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

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.

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Your Money Story Webinar

CST

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

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.

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Holiday Lights Tour

CST

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

StackStone Wealth

Join StackStone Wealth for a Trolley Tour in Dubuque. A trolley will take you through ‘Reflections in the Park’ and past other festive light displays on Friday, December 6. Bring a guest and dress in your holiday best!

Choose from one time slot: 5-6:30 pm or 7:00-8:30 pm. Trolley departs from StackStone Wealth, 6601 Boulder Brook Ct, Dubuque, IA.

Space is limited—reserve your spot by November 25 today!

There is no cost or obligation to attend.

Food Drive

CST

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

StackStone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

StackStone Wealth is proud to participate in the Ameriprise Financial National Day of Service on November 14. To support this day of giving, our offices are conducting a food drive November 1 through November 25.

Next time you stop by our office, please consider making a difference in your community! Whether it's a can of soup or a box of pasta, every bit helps. Join us in supporting your local food pantry and ensuring no neighbor goes hungry. Your kindness can make a world of difference. Click the links below to learn more.

Dubuque

Rockford

Lake Geneva