Upcoming events

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.

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

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.

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.

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

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.

Past events

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.

Join StackStone Wealth for a Special Movie Day!

CDT

Phoenix Theatres, 555 JFK Rd, Dubuque, IA 52002

StackStone Wealth

:::UPDATE::::

Thank you for your interest in attending our movie event. We have been delighted by the enthusiastic response and have reached full capacity for the theater.

Unfortunately, we are unable to accommodate any more RSVPs at this time. However, we would like to offer you the opportunity to be placed on a waiting list. Should any spots become available, we will notify you immediately. If you would like to be added to the waiting list, send an email to StackStoneWealth@ampf.com.

We appreciate your understanding.

FREE Shredding and E-Waste Recycling*

CDT

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

StackStone Wealth

Bring items to shred! Certified vendor to shred documents securely.

E-waste items for proper disposal:

  • CD’s and DVD’s
  • Cellphones & Batteries
  • VCR & DVD Players
  • Computers and Hardware
  • TV’s and Monitors* ($25 fee per item)

While you are here, grab a drink from That 1 Place Coffee Truck!

There is no cost (other than as noted above) or obligation. StackStone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC. Third-party companies are not affiliated with Ameriprise Financial, Inc.

FREE Shredding Event - Lake Geneva

CDT

835 Geneva Pkwy N, Ste 2, Lake Geneva, WI 53147

StackStone Wealth

Bring items to shred! Certified vendor to shred documents securely.

There is no cost or obligation. StackStone Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC. Third-party companies are not affiliated with Ameriprise Financial, Inc.