Complimentary Dinner Workshop
TAX-SMART RETIREMENT STRATEGY EVENT
HOW TO GET TO THE 0% TAX BRACKET AND MAXIMIZE YOUR RETIREMENT
When: Tuesday, May 21 6:30 p.m. — OR — Thursday, May 23 6:30 p.m.
Where: Morton’s the Steakhouse: 15233 N Kierland Blvd, Scottsdale AZ 85254
Experienced retirement planner and fiduciary financial advisor Jeff Juniper will reveal the latest strategies to help you preserve your wealth, get more income and reduce your tax risk in retirement!
Topics Discussed:
- Learn how to plan a retirement that benefits YOU –not the IRS.
- See why taxes may be the biggest retirement risk you haven’t planned for.
- Learn why today’s market requires specialized planning to meet your retirement goals.
- Determine whether creating tax-free income from your current qualified account makes sense for you.
- Understanding the impact of Required Minimum Distributions (RMDs).
- Understand what the new Tax Law may mean to you!
- How big of a threat does inflation pose to your retirement?
- Cover long-term care costs without expensive annual premiums.
- Turn existing IRAs into tax-free accounts.
- Create tax-free cash flow.
Our clients learn strategies to help increase income, reduce taxes, and not run out of money. This is not a sales seminar; it is an informational program that deals with the facts... the good, the bad and the small print.
*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.
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 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.
