RSVP Today! LUNCH ‘N LEARN: Protect Your Retirement Tax-effective strategies designed to maximize income for a surviving spouse Estate planning strategies to help minimize taxes for your heirs Effective strategies to protect your assets from the rising costs of long-term care Tuesday @ 1pm 7/30/24 SPEAKER: Michael Kennedy Financial Advisor REGISTER TODAY Lunch Provided! Lake Ashton HFC 6052 Pebble Beach Blvd Winter Haven, FL 33884 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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