Complimentary Dinner Workshop
TAXES, TARIFFS, AND RESOURCE WARS:
When: Tuesday July 14th, 2026 6:30pm or Thursday July 16th, 2026 6:30pm
Where: Fleming’s Prime Steakhouse – 6333 N Scottsdale Rd, Scottsdale, AZ 85250
Located on Scottsdale Road, just south of Lincoln Drive, adjacent to the Scottsdale Hilton near Paradise Valley and Old Town Scottsdale.
Please note, your seat is not secured until you speak with our Juniper Wealth Client Concierge.
Now, more than ever, it is important to educate and empower yourself to make informed decisions with your hard-earned dollars.
Join us as we discuss these timely topics and more:
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NEW TAX LAWS & YOUR RETIREMENT INCOME – Understand how recent and proposed tax changes impact Social Security, pensions, and retirement withdrawals – AND where planning opportunities exist.
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INFLATION & PURCHASING POWER – Learn strategies designed to protect your assets as inflation continues to pressure retirement income.
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GOVERNMENT SPENDING & FUTURE TAX RISK – As deficits grow and policy evolves, what could this mean for future tax rates and your long-term plan?
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THE TRUE COST OF RETIREMENT – Is your current strategy positioned to keep pace with rising healthcare and living expenses?
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RMD STRATEGIES & TAX EXPOSURE – Required distributions can significantly increase taxable income. Do you have a plan to manage the impact?
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ROTH IRA CONVERSIONS – Learn about strategies to help reduce tax liability – with potentially no out-of-pocket costs.
*First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.
JEFFREY 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 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.
