RSVP TODAY! Estate Planning Simplified How to Reduce Taxes & Maximize Impact Inheritance Taxes: What Your Heirs May Owe and How to potentially Reduce Their Tax Burden RMDs and the Potential Advantage of Roth Conversions SPEAKER: Michael Kennedy Financial Advisor Tuesday 7/22/25 @ 1pm Learn the purpose of key estate documents— trusts, wills and powers of attorney Tax-effective strategies designed to maximize income for a surviving spouse HFC Lake Ashton 6052 Pebble Beach Blvd 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. 25
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