Upcoming events

Planning for Healthcare in Retirement: A guide to covering your medical expenses

EDT

You must RSVP to receive access credentials for this event or seminar.

Kevin Furtado, VP, Institutional Insurance - Fidelity Investments

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

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.

Past events

Social Security: Preparing for Retirement

EDT

You must RSVP to receive access credentials for this event or seminar.

Doug Orton, Vice President, Business Development Consultant - MFS

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.