Planning for Healthcare in Retirement: A guide to covering your medical expenses Date: Monday, October 20, 2025 Time: 5:30 PM - 6:30 PM EDT You must RSVP to receive access credentials for this event or seminar. Presented By: Kevin Furtado, VP, Institutional Insurance - Fidelity Investments Hosted By: Kelly Fox, Private Wealth Advisor During this complimentary session, we will discuss steps you can take right now to help you feel more confident about health care: · Get to know Medicare and how to estimate your annual Medicare costs · Take stock of your health care funding sources Create a health care plan To reserve a spot: call us at 508.695.2336 or email us at kelly.d.fox@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Kelly Fox, CA license #0B96773 Kelly Fox, AR license #2648934 This is an informational seminar. There is no cost or obligation. This event is sponsored by: Fidelity. 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. © 2025 Ameriprise Financial, Inc. All rights reserved.
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.