Your IRA Scorecard: RSVP TODAY! Discover Tax-Smart Strategies for Retirees Unlock Strategies for Your IRA Find out which strategies you can apply and how much you could save with our complimentary scorecard assessment. Social Security Tax Torpedo Learn how Social Security benefits are taxed differently from other income and explore strategies to help manage potential tax impacts. SPEAKER: Michael Kennedy Financial Advisor, RJFS Wednesday 3/26/25 @ 1pm RMDs: Strategies you need to know Get insights into Required Minimum Distributions (RMDs), their impact on your taxes, and ways to plan ahead. Maximize Your Legacy, Minimize Taxes Learn how to prevent taxes from eroding the wealth you pass to your heirs. HFC Lake Ashton 6052 Pebble Beach Blvd Winter Haven, FL 33884 Lunch Provided! 863-340-6225 REGISTER TODAY 13 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.
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