Complimentary Dinner Workshop

HOW ARIZONA FAMILIES CAN BENEFIT FROM THE NEW RULES IN
THE ONE BIG BEAUTIFUL BILL ACT

 

When: Wednesday, September 17th at 6:30 PM  — OR — Thursday, September 18th at 6:30 p.m.
Where: Morton’s the Steakhouse, 15233 N Kierland Blvd, Scottsdale AZ 85254

Please note, your seat is not secured until you speak with Laura Gardner.

CLICK HERE TO REGISTER FOR THE EVENT

Secure Your Financial Future by Reducing Your Tax Liabilities, Ensuring a Lifetime Income Stream and Defending Your Legacy!

At these exclusive complimentary dinner events, we will guide you on how to protect what you have worked so hard to save, covering these key topics:
  • Understand the impact of the One Big Beautiful Bill Act.
  • Roth IRA conversions — take advantage of today’s lower tax rates by converting to a Roth now without any money
    out of pocket.
  • How to plan a retirement that benefits YOU – not the IRS.
  • How taxes may be the biggest retirement risk you haven’t planned for.
  • The complexities of today’s market and why you need a specialized plan.
  • Determine if tax-free income makes sense for your unique financial situation.
  • Planning for the tax consequences and income requirements of Required Minimum Distributions (RMDs).
  • How you can cover long-term care costs without expensive annual premiums.
  • Generate tax-free cash flow, keep more of what’s yours.
  • Why getting a second opinion may be one of the most important financial decisions you can make.

*Adult, first-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. This presentation is for those who have a minimum of $500,000 of investable assets not including real estate.

JEFFERY JUNIPER
The Valley’s Conservative Financial Advisor

Jeffery Juniper is a skilled advisor who specializes in helping pre-retirees and retirees across the US build retirement strategies uniquely designed for their individual needs. Join us at Morton’s The Steakhouse to meet Jeff and discover firsthand his unique, conservative understanding of retirement in the United States. Enjoy a complimentary meal while Jeff takes complex financial investment concepts and options usually reserved for closed-door meetings within big investment firms, simply, breaks them down and make them available to you in easy-to-understand insights.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.