RSVP TODAY! How to Use the New Tax Bill to Your Advantage: Strategies to consider before the end of 2025 Putting Your Senior Deduction to Work: Ensure you’re capturing the available 2025 benefit RMDs: Key Strategies to help minimize your tax burden for You and Your Heirs. SPEAKER: Michael Kennedy Financial Advisor Wednesday 11/12/25 @ 1pm Social Security Update: Make sense of how the changes affect what you keep Explore whether converting to a Roth IRA in 2025 could help lower your future tax burden 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 or legal advice. You should discuss any tax or legal 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. 5
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