Upcoming events

Social Security Presentation

EDT

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

Scott Cicerone, Vice President - Fidelity Investments

Kelly Fox, Private Wealth Advisor

Fidelity Investments

Join us for a session where we’ll discuss social security essentials, benefits and options, strategies to consider, and next steps

For more information: call us at 508.695.2336

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

EDT

Portia Planning & Wealth Management, 30 Man Mar Drive, Suite 14, Plainville, MA 02762

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

Past events