Join us for National Day of Service Date: Saturday, May 4, 2024 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 Advisor Come spend time making a difference in our community. Please join us for the National Day of Service. For more information: 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
Social Security Presentation Date: Tuesday, April 9, 2024 Time: 5:30 PM - 6:30 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Scott Cicerone, Vice President - Fidelity Investments Hosted By: Kelly Fox, Private Wealth Advisor Sponsored By: Fidelity Investments Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps This is an informational seminar. There is no cost or obligation. Always consult a Social Security agent or attorney regarding your specific Social Security decisions. This event is sponsored by: Fidelity Investments This sponsor 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.
Join us for National Day of Service Date: Saturday, October 14, 2023 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 Advisor Come spend time making a difference in our community. Please join us for the National Day of Service.