Tax-efficient withdrawal strategies from retirement accounts Managing Required Minimum Distributions (RMDs) Estate planning considerations for retirees Exploring Roth conversions for tax diversification and potential long-term benefits Tuesday 4/9/24 Smokin Ox BBQ *Lunch Provided 1pm Lake Ashton HFC 6052 Pebble Beach Blvd, Winter Haven, FL 33884 SPEAKER: Michael Kennedy Financial Advisor REGISTER TODAY 863-340-6225 Horizon Wealth Planning 1950 Cypress Gardens Blvd Suite C Winter Haven, Fl 33884 Tasha.Saca@horizonwealthplan.com Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Horizon Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. 9
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