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 September–October 2025
September 17, 2025 (1 event)
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September 17, 2025HOW ARIZONA FAMILIES CAN BENEFIT FROM THE NEW RULES IN THE ONE BIG BEAUTIFUL BILL ACT
Location: Morton’s the Steakhouse
15233 N Kierland Blvd, Scottsdale AZ 85254Secure 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.
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Roth IRA conversions — take advantage of today’s lower tax rates by converting to a Roth now without any moneyout of pocket.
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How to plan a retirement that benefits YOU – not the IRS.
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How taxes may be the biggest retirement risk you haven’t planned for.
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The complexities of today’s market and why you need a specialized plan.
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Determine if tax-free income makes sense for your unique financial situation.
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Planning for the tax consequences and income requirements of Required Minimum Distributions (RMDs).
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How you can cover long-term care costs without expensive annual premiums.
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Generate tax-free cash flow, keep more of what's yours.
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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.
REGISTER HERE
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September 18, 2025 (1 event)
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September 18, 2025HOW ARIZONA FAMILIES CAN BENEFIT FROM THE NEW RULES IN THE ONE BIG BEAUTIFUL BILL ACT
Location: Morton’s the Steakhouse
15233 N Kierland Blvd, Scottsdale AZ 85254Secure 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 moneyout 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.
REGISTER HERE
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September 23, 2025 (1 event)
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September 23, 2025IRA/401K SECRETS THE IRS HOPES YOU NEVER LEARN
Location: Cooper’s Hawk Winery & Restaurant
3325 W Chandler Blvd, Chandler, AZ 85226Reveal the latest strategies to help you preserve your wealth, get more income and reduce your tax risk in retirement!
WHY PAY MONEY TO THE IRS THAT YOU ARE ALLOWED TO KEEP?
THE ROTH GAME PLAN HELPS YOU:
- Increase your lifetime tax-free wealth up to 100%
- Learn how to convert your IRA or 401k to Roth with no out-of-pocket costs
- Avoid the six major mistakes of large IRA's and 401k owners make
- What the Big Beautiful Bill means for your retirement and why Roth conversions are a top priority
- How to keep the IRRMA tax as low as possible
- How to leave a tax free legacy to your children
- Learn how to keep taxes as low as possible on your social security
- Women, learn how to avoid the widows penalty
*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
September 24, 2025 (1 event)
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September 24, 2025IRA/401K SECRETS THE IRS HOPES YOU NEVER LEARN
Location: Cooper’s Hawk Winery & Restaurant
2290 S Santan Village Pkwy, Gilbert, AZ 85295Reveal the latest strategies to help you preserve your wealth, get more income and reduce your tax risk in retirement!
WHY PAY MONEY TO THE IRS THAT YOU ARE ALLOWED TO KEEP?
THE ROTH GAME PLAN HELPS YOU:
- Increase your lifetime tax-free wealth up to 100%
- Learn how to convert your IRA or 401k to Roth with no out-of-pocket costs
- Avoid the six major mistakes of large IRA's and 401k owners make
- What the Big Beautiful Bill means for your retirement and why Roth conversions are a top priority
- How to keep the IRRMA tax as low as possible
- How to leave a tax free legacy to your children
- Learn how to keep taxes as low as possible on your social security
- Women, learn how to avoid the widows penalty
*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
September 25, 2025 (1 event)
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September 25, 2025IRA/401K SECRETS THE IRS HOPES YOU NEVER LEARN
Location: Cooper’s Hawk Winery & Restaurant
3325 W Chandler Blvd, Chandler, AZ 85226Reveal the latest strategies to help you preserve your wealth, get more income and reduce your tax risk in retirement!
WHY PAY MONEY TO THE IRS THAT YOU ARE ALLOWED TO KEEP?
THE ROTH GAME PLAN HELPS YOU:
- Increase your lifetime tax-free wealth up to 100%
- Learn how to convert your IRA or 401k to Roth with no out-of-pocket costs
- Avoid the six major mistakes of large IRA's and 401k owners make
- What the Big Beautiful Bill means for your retirement and why Roth conversions are a top priority
- How to keep the IRRMA tax as low as possible
- How to leave a tax free legacy to your children
- Learn how to keep taxes as low as possible on your social security
- Women, learn how to avoid the widows penalty
*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
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