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Tuesday, October 20, 2026

Giving with Purpose: Charitable Planning Strategies

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Estate Planning Council of Polk County

ESTATE PLANNING COUNCIL OF POLK COUNTY

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Derek M. Oxford, CFP®(r), AEP®(r)

Financial Advisor
Financial Planner
CPS Investment Advisors
205 East Orange Street
Suite 310
Lakeland, FL 33801
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Phone: 863-688-1725
Fax: 8889725548
Send a Message to Derek Oxford
Website: http://www.cpsinvest.com
License Numbers: 232962

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UPCOMING EVENTS

October 20, 2026

Giving with Purpose: Charitable Planning Strategies

Laurie Valentine JD

See Event Details

November 17, 2026

Coffee with the Council! No RSVP Needed!

Open Discussion and Networking

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December 7, 2026

Toast the Season: Holiday Social

See Event Details

February 4, 2027

Fresh from Heckerling: Sam Donaldson

TBA

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See Full Calendar

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