Please join CPS Investment Advisors’ own Derek Oxford for a community lecture on College Planning: Savings and Retirement.  The lecture will include information about the different types of investment vehicles for college savings such as 529 Plans, Trusts, Scholarships and Grants as well as tax issues, financial assistance, and Q&A.  Derek came to us from Fidelity Investments as a College Planning Expert.

Come prepared with three questions on the topic and note-taking supplies including a calculator!

July 1, 2010 |11:30 a.m. – 1:00 p.m.

Florida Southern College | Carlisle Rogers Building of Business & Economics

No charge for attendance. Lunch provided, seating is limited.

RSVP to CPSIA@cpalliance.com or (863) 688-1725.

First Thursdays are an opportunity for CPS Investment Advisors to provide financial planning for you, your family and friends in a relaxed atmosphere. Each session will have a veteran speaker from our community.  Presentations will be topics of interest and will allow for questions.

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