StackStone Wealth invites the community to their upcoming event, “Spring Clean Your Finances.” This seminar is open to everyone interested in stepping into spring with a more organized financial and personal space. Attendees are encouraged to bring friends or colleagues who might also benefit from these insights.
Event Details:
Date/Time: Tuesday, March 18 from 4:00 – 6:30 pm CST
Location: Dubuque Golf and Country Club, 1800 Randall Pl, Dubuque, IA 52004
Agenda:
4:00 – 4:30: Registration
4:30 – 5:30: Expert Presentations
5:30 – 6:30: Networking, Appetizers, and Cocktails
Expert Insights:

• Theresa Gralinski, New York Life Investments: Discover the importance of annual financial reviews and the critical areas to focus on for continued success throughout the year.

• Jessi Bushman, Organizer Jessi: Learn efficient methods for managing personal and financial documents, reducing stress for both you and your loved ones.

• Stephanee Johnson, Organizing Innovations: Explore innovative solutions for decluttering and enhancing your living or workspace.

For those unable to attend in person, a livestream will be available. RSVP by March 11 to StackStoneWealth@ampf.com. Details for online attendance will be provided upon registration.