Upcoming events

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

For more information: email us at StackStoneWealth@ampf.com

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!

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

There is no cost or obligation to attend.

Past events

Healing through the Holidays

CST

Dubuque Golf and Country Club, 1800 Randall Pl, Dubuque, IA 52003

StackStone Wealth

Whether it’s your first holiday season without a loved one or it’s been many years; we invite you to join us for a time of remembrance and support. This complimentary grief presentation is open to all, and we encourage you to bring a friend.

The compass is a trademark of Ameriprise Financial, Inc. StackStone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC. There is no cost or obligation. 2024 Ameriprise Financial Inc. All rights reserved.

Politics Update: What is Happening in Washington, D.C and What Will the Election Hold?

CDT

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

Kari Grant, Vice President, Government Relations - Natixis Funds

StackStone Wealth

During this complimentary session, we’ll be joined by a guest speaker from Natixis Funds to discuss the latest political updates from Capitol Hill and for an early look into the 2024 election. Presented by Kari Grant, Vice President, Government Relations, with Natixis Funds. Join us for a virtual session on Wednesday, October 2, at 6:30 pm CST. RSVP to StackStoneWealth@ampf.com by Tuesday, October 1, for access code details.

This is an informational seminar. There is no cost or obligation. This event is sponsored by: Natixis. These sponsors 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.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved.

Big Questions for a Better Retirement

CDT

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

Benjamin Rizzuto, Wealth Strategist - Janus Henderson

StackStone Wealth

As investors near retirement, readiness planning can seem daunting. Asking the right questions can help make decisions.

We invite you to join our upcoming webinar, Big Questions for a Better Retirement, hosted by StackStone Wealth on Wednesday, September 25, at 12:30 pm CST.

During this online webinar, Benjamin Rizzuto, Wealth Strategist, Janus Henderson, will ask and answer questions to help build a solid foundation for retirement readiness. Questions will cover the right time to retire, how to make money last, what to know about social security, planning for health care, and how to start a plan.

RSVP to StackStoneWealth@ampf.com by Monday, September 23, for access code details.

This is an informational seminar. There is no cost or obligation. Janus Henderson and its 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.

StackStone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC. The Compass is a trademark of Ameriprise Financial, Inc.

AI Revolution

CDT

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

Linda Duessel, Senior Equity Strategist, Senior Vice President - Federated Hermes

StackStone Wealth

You're invited to an insightful presentation, AI Revolution, hosted by StackStone Wealth on Wednesday, August 28, at 12:30 – 1:30 pm CST.

During this online webinar, Linda Duessel, Senior Equity Strategist, Senior Vice President, Federated Hermes, will define AI and its wide-ranging applications across numerous industries. She will also discuss how AI is revolutionizing sectors by enhancing productivity and driving innovation and explore which jobs will be augmented by AI and which might be lost.

This is an informational seminar. There is no cost or obligation. Federated Hermes and its representatives are not affiliated with Ameriprise Financial. StackStone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC. The Compass is a trademark of Ameriprise Financial, Inc.

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.