Join Our Complimentary Financial Events.
Join Our Complimentary Financial Events.
Not everyone has identical educational requirements when it comes to retirement planning and managing finances. Individuals possess varying schedules, needs, and learning styles. At Juniper Wealth Management, we recognize the importance of providing comprehensive retirement education, and we’re pleased to offer diverse avenues for you to engage with us to acquire the financial education that aligns with your preferences. Be sure to explore our calendar below to discover our interactive educational workshops in Scottsdale, Arizona.
Click below on an event for more information and to register!
Click below on an event for more information and to register!
Events in May–June 2025
June 3, 2025 (1 event)
–
June 3, 20252025 TAX PLANNING STRATEGIES FOR THE NEW AMERICAN ECONOMY
Location: Ruth’s Chris Steakhouse
7001 N Scottsdale Road, Suite 290 Scottsdale, AZ 85253With massive changes to government policy, you need to ensure your Retirement Plan is ready for anything. You are cordially invited to a complimentary dinner event where renowned retirement strategist 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:
- Ensure you are prepared for the potential impact of New Tariffs and possible market volatility.
- How big of a threat inflation poses to your retirement.
- The complexities of today’s market and why you need a specialized plan.
- How to turn your existing IRAs into tax-free accounts.
- Generate tax-free cash flow keep more of what’s yours
- How to plan a retirement that benefits YOU – not the IRS.
- How taxes may be the biggest retirement risk you haven’t planned for.
- Determine if tax-free income makes sense for your unique financial situation.
- Understanding the impact of Required Minimum Distributions (RMDs).
- How you can cover long-term care costs without expensive annual premiums
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.
REGISTER HERE
June 5, 2025 (1 event)
–
June 5, 20252025 TAX PLANNING STRATEGIES FOR THE NEW AMERICAN ECONOMY
Location: Ruth’s Chris Steakhouse
7001 N Scottsdale Road, Suite 290 Scottsdale, AZ 85253With massive changes to government policy, you need to ensure your Retirement Plan is ready for anything. You are cordially invited to a complimentary dinner event where renowned retirement strategist 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:
- Ensure you are prepared for the potential impact of New Tariffs and possible market volatility.
- How big of a threat inflation poses to your retirement.
- The complexities of today’s market and why you need a specialized plan.
- How to turn your existing IRAs into tax-free accounts.
- Generate tax-free cash flow keep more of what’s yours
- How to plan a retirement that benefits YOU – not the IRS.
- How taxes may be the biggest retirement risk you haven’t planned for.
- Determine if tax-free income makes sense for your unique financial situation.
- Understanding the impact of Required Minimum Distributions (RMDs).
- How you can cover long-term care costs without expensive annual premiums
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.
REGISTER HERE
June 24, 2025 (1 event)
–
June 24, 20252025 TAX PLANNING STRATEGIES FOR THE NEW AMERICAN ECONOMY
Location: Morton’s the Steakhouse
15233 N Kierland Blvd, Scottsdale AZ 85254With massive changes to government policy, you need to ensure your Retirement Plan is ready for anything. You are cordially invited to a complimentary dinner event where renowned retirement strategist 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:
- Ensure you are prepared for the potential impact of New Tariffs and possible market volatility.
- How big of a threat inflation poses to your retirement.
- The complexities of today’s market and why you need a specialized plan.
- How to turn your existing IRAs into tax-free accounts.
- Generate tax-free cash flow keep more of what’s yours
- How to plan a retirement that benefits YOU – not the IRS.
- How taxes may be the biggest retirement risk you haven’t planned for.
- Determine if tax-free income makes sense for your unique financial situation.
- Understanding the impact of Required Minimum Distributions (RMDs).
- How you can cover long-term care costs without expensive annual premiums
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.
REGISTER HERE
June 26, 2025 (1 event)
–
June 26, 20252025 TAX PLANNING STRATEGIES FOR THE NEW AMERICAN ECONOMY
Location: Morton’s the Steakhouse
15233 N Kierland Blvd, Scottsdale AZ 85254With massive changes to government policy, you need to ensure your Retirement Plan is ready for anything. You are cordially invited to a complimentary dinner event where renowned retirement strategist 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:
- Ensure you are prepared for the potential impact of New Tariffs and possible market volatility.
- How big of a threat inflation poses to your retirement.
- The complexities of today’s market and why you need a specialized plan.
- How to turn your existing IRAs into tax-free accounts.
- Generate tax-free cash flow keep more of what’s yours
- How to plan a retirement that benefits YOU – not the IRS.
- How taxes may be the biggest retirement risk you haven’t planned for.
- Determine if tax-free income makes sense for your unique financial situation.
- Understanding the impact of Required Minimum Distributions (RMDs).
- How you can cover long-term care costs without expensive annual premiums
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.
REGISTER HERE
YOU DESERVE FINANCIAL CONFIDENCE
