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 July–August 2026

  • July 14, 2026

    –
    July 14, 2026

    Location:
    Fleming's Prime Steakhouse
    6333 N Scottsdale Rd
    Scottsdale, AZ 85250

    What You'll Learn:
    • RETIREMENT INCOME FOR LIFE – How to help maintain your lifestyle for the rest of your life
    • ANNUITIES SIMPLIFIED – The types of annuities and what each one can potentially do for you
    • THE #1 RETIREMENT RISK – How annuities can help address longevity risks and support your long term needs
    • IS YOUR ANNUITY RIGHT FOR YOU? – How to evaluate if your annuity fits your plan. Now & later...
    • HOW TO CHOOSE THE RIGHT ANNUITY – How to help avoid making costly mistakes and bad choices
    • WHY AN ANNUITY? – When annuities make sense – and when they don’t…
    • GUARANTEED INCOME OPTIONS – Consistent income regardless of market conditions
    • BUILDING A PERSONAL PENSION – Learn how to turn savings into lifetime income

    *First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.

    REGISTER HERE

     

  • July 16, 2026

    –
    July 16, 2026

    Location:
    Fleming's Prime Steakhouse
    6333 N Scottsdale Rd
    Scottsdale, AZ 85250

    What You'll Learn:
    • RETIREMENT INCOME FOR LIFE – How to help maintain your lifestyle for the rest of your life
    • ANNUITIES SIMPLIFIED – The types of annuities and what each one can potentially do for you
    • THE #1 RETIREMENT RISK – How annuities can help address longevity risks and support your long term needs
    • IS YOUR ANNUITY RIGHT FOR YOU? – How to evaluate if your annuity fits your plan. Now & later...
    • HOW TO CHOOSE THE RIGHT ANNUITY – How to help avoid making costly mistakes and bad choices
    • WHY AN ANNUITY? – When annuities make sense – and when they don’t…
    • GUARANTEED INCOME OPTIONS – Consistent income regardless of market conditions
    • BUILDING A PERSONAL PENSION – Learn how to turn savings into lifetime income

    *First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.

    REGISTER HERE

     

  • July 28, 2026


    July 28, 2026

    Location: Coopers Hawk Winery & Restaurant
    2290 S Santan Village Pkwy, Gilbert, AZ 85295

    The Roth gameplan converts your IRA or 401(k) with no out-of-pocket costs.

    AT THIS ROTH GAMEPLAN EVENT, WE WILL DISCUSS:

    • What the extended tax cuts mean for IRA and why conversion is priority number one
    • The six hidden negatives inside every IRA and the single move that removes them all at once
    • How RMDs can explode your tax rate and even push you as high as 39.6% for 2026
    • A double compounding cost that could quietly drain over $500K from your future retirement
    • How to block the IRMAA tax from hijacking your Social Security checks, legally and permanently
    • How to convert the smart way without reducing your account or jumping tax brackets

    *First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.

    REGISTER HERE

     

  • August 4, 2026


    August 4, 2026

    Location: Coopers Hawk Winery & Restaurant
    3325 W Chandler Blvd, Chandler, AZ 85226

    The Roth gameplan converts your IRA or 401(k) with no out-of-pocket costs.

    AT THIS ROTH GAMEPLAN EVENT, WE WILL DISCUSS:

    • What the extended tax cuts mean for IRA and why conversion is priority number one
    • The six hidden negatives inside every IRA and the single move that removes them all at once
    • How RMDs can explode your tax rate and even push you as high as 39.6% for 2026
    • A double compounding cost that could quietly drain over $500K from your future retirement
    • How to block the IRMAA tax from hijacking your Social Security checks, legally and permanently
    • How to convert the smart way without reducing your account or jumping tax brackets

    *First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.

    REGISTER HERE

     

  • August 11, 2026

    –
    August 11, 2026

    How will sweeping changes to global trade policies and the U.S. Tax Code, affect the economy, the markets and YOUR RETIREMENT?

    Location:
    Tommy Bahama – 15205 N Kierland Blvd # 100, Scottsdale, AZ 85254

    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:

    • 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.

    • INFLATION & PURCHASING POWER - Learn strategies designed to protect your assets as inflation continues to pressure retirement income.

    • GOVERNMENT SPENDING & FUTURE TAX RISK - As deficits grow and policy evolves, what could this mean for future tax rates and your long-term plan?

    • THE TRUE COST OF RETIREMENT - Is your current strategy positioned to keep pace with rising healthcare and living expenses?

    • RMD STRATEGIES & TAX EXPOSURE - Required distributions can significantly increase taxable income. Do you have a plan to manage the impact?

    • 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+.

    REGISTER HERE

     

  • August 13, 2026

    –
    August 13, 2026

    How will sweeping changes to global trade policies and the U.S. Tax Code, affect the economy, the markets and YOUR RETIREMENT?

    Location:
    Tommy Bahama – 15205 N Kierland Blvd # 100, Scottsdale, AZ 85254

    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:

    • 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.

    • INFLATION & PURCHASING POWER - Learn strategies designed to protect your assets as inflation continues to pressure retirement income.

    • GOVERNMENT SPENDING & FUTURE TAX RISK - As deficits grow and policy evolves, what could this mean for future tax rates and your long-term plan?

    • THE TRUE COST OF RETIREMENT - Is your current strategy positioned to keep pace with rising healthcare and living expenses?

    • RMD STRATEGIES & TAX EXPOSURE - Required distributions can significantly increase taxable income. Do you have a plan to manage the impact?

    • 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+.

    REGISTER HERE