Join us for National Day of Service Date: Saturday, May 10, 2025 Time: 9:00 AM - 12:00 PM EDT Location: Portia Planning & Wealth Management, 30 Man Mar Drive, Suite 14, Plainville, MA 02762 Hosted By: Kelly Fox, Private Wealth Advvisor Come spend time making a difference in our community. Please join us for the National Day of Service.
Social Security: Preparing for Retirement Date: Monday, April 21, 2025 Time: 5:30 PM - 6:30 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Doug Orton, Vice President, Business Development Consultant - MFS Hosted By: Kelly Fox, Private Wealth Advisor During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan.
Join us for National Day of Service Date: Saturday, October 5, 2024 Time: 9:00 AM - 12:00 PM EDT Location: Portia Planning & Wealth Management, 30 Man Mar Drive, Plainville, MA 02762 Hosted By: Kelly Fox, Private Wealth Advisor Come spend time making a difference in our community. Please join us for the National Day of Service.