Events

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.

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.

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.

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.

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!

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

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.