RSVP Today! LUNCH AND LEARN: Unlocking Social Security Tax Savings How Required Minimum Distributions (RMD) can affect your taxes & Strategies to consider How asset LOCATION (not just allocation!) can potentially help minimize your taxes The one source of income to help potentially save on the often-overlooked Medicare tax Tuesday 9/24/24 11am SPEAKER: Michael Kennedy Financial Advisor REGISTER TODAY Lunch Provided! Ovation Bistro 7130 Cypress Gardens 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
10 Publizr Home