RSVP TODAY! Top 5 Investment & Tax Tips for Retirees 2025 Wealth Planning: Top 5 Investment & Tax Tips for Retirees Roth IRA Opportunities: 2025 Market Insights: Explore whether converting to a Roth IRA in 2025 could help lower your future tax burden. Navigate RMDs with Confidence: Understand the latest rules for Required Minimum Distributions and minimize their impact on your savings. Michael Kennedy SPEAKER: Tuesday 1/28/25 @ 1pm HFC Lake Ashton 6052 Pebble Beach Blvd Winter Haven, FL 33884 Lunch Provided! 863-340-6225 REGISTER TODAY 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. 19 Exploring Asset Class Returns and Tax Efficiency Leave a Legacy, Not a Tax Bill: Implement estate planning strategies that protect your heirs and minimize taxes. Events book quickly! Reserve Now!
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