Annual Meeting and May Social
Attention all Parrot Heads and Council members, this is your License to Chill invitation. Please join the Estate Planning Council of Polk Co., for our annual meeting and year-end social, hosted at Camp Margaritaville RV Resort and Cabana Cabins, Auburndale, FL. We will have a brief business meeting to vote on our incoming slate of officers and spend time networking and enjoying the chill oasis that is the Pavilion at Camp Margaritaville. Heavy appetizers and drink selections from the Tiki and License to Chill Bar will be available.
When: Tuesday, May 14, 2024; 5:30 p.m. - 7:30 p.m.
Where: Camp Margaritaville RV Resort & Cabana Cabins; Paradise Pavilion
361 Denton Avenue, Auburndale, FL 33823
At the Resort gate, group name is Estate Planning. The Paradise Pavilion will be to your immediate left as you enter the Resort.
Please review the slate of officers to be presented and voted on below. A proxy is attached for active members that will not be in person to vote. Please return these to doug.mcpherson@citizens-bank.com.
President: Derek Oxford, CPS Investment Advisors
Vice President: Landon Schneider, Reed, Mawhinney & Link or Denise Tessier, Tessier Law Firm
Treasurer: Haley Tonge, Citizens Bank & Trust
Secretary: Sara Fuentes, Integrity Guardianship and Senior Services
Immediate Past President: Doug McPherson, Citizens Bank & Trust
We encourage you to bring a prospective member or guest based on the newly expanded membership categories listed below:
Accountant / Attorney / Life Care Management / Financial Advisor / Financial Analyst / Financial Planner Fraud Examiner / Investment Advisor / Life Underwriter / Philanthropic Charitable Advisor / Trust Officer or Associate Member
