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 2026
September 29, 2026
September 29, 2026Location:
North Italia Gilbert
1950 E Williams Field Rd #102
Gilbert, AZ 85295The 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
October 1, 2026
October 1, 2026Location:
Cooper's Hawk Chandler
3325 W Chandler Blvd
Chandler, AZ 85226The 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
October 13, 2026
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October 13, 2026Location:
Tommy Bahama
15205 N Kierland Blvd # 100
Scottsdale, AZ 85254During this educational dinner event, Jeff will address key questions facing today’s retirees and pre-retirees — including an important look at The Truth About Annuities: what they can do, what they cannot do, and when they may or may not belong in a retirement plan.
TOPICS DISCUSSED AT THIS EVENT:
- THE TRUTH ABOUT ANNUITIES: Understand the different types of annuities, their benefits, costs, and guarantees — and questions worth asking before purchasing or replacing one.
- DOES YOUR CURRENT ANNUITY STILL FIT?: Learn what to review when evaluating whether your annuity still aligns with your income needs and retirement strategy.
- CREATING RETIREMENT INCOME: Explore approaches for turning savings into an income strategy that supports your lifestyle throughout retirement.
- TAXES, RMDs & YOUR RETIREMENT SAVINGS: Learn how withdrawals, RMDs, and account types can affect your taxable income in retirement.
- MARKET RISK AFTER RETIREMENT: Understand why market losses affect you differently once you begin taking withdrawals—and why retirement may call for a different approach to risk.
- INFLATION & LONGEVITY: Consider how rising living costs, healthcare expenses, and a retirement spanning decades may affect the income you need.
- BRINGING THE PIECES TOGETHER: Learn why investments, income, taxes, Social Security, and other decisions should be part of one coordinated strategy.
- RETIREMENT HAS CHANGED. HAS YOUR PLAN?: Retirement plans need regular reviews because life, taxes, markets, and needs constantly change — what worked five years ago may not fit your situation today or tomorrow.
*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
October 15, 2026
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October 15, 2026Location:
Tommy Bahama
15205 N Kierland Blvd # 100
Scottsdale, AZ 85254During this educational dinner event, Jeff will address key questions facing today’s retirees and pre-retirees — including an important look at The Truth About Annuities: what they can do, what they cannot do, and when they may or may not belong in a retirement plan.
TOPICS DISCUSSED AT THIS EVENT:
- THE TRUTH ABOUT ANNUITIES: Understand the different types of annuities, their benefits, costs, and guarantees — and questions worth asking before purchasing or replacing one.
- DOES YOUR CURRENT ANNUITY STILL FIT?: Learn what to review when evaluating whether your annuity still aligns with your income needs and retirement strategy.
- CREATING RETIREMENT INCOME: Explore approaches for turning savings into an income strategy that supports your lifestyle throughout retirement.
- TAXES, RMDs & YOUR RETIREMENT SAVINGS: Learn how withdrawals, RMDs, and account types can affect your taxable income in retirement.
- MARKET RISK AFTER RETIREMENT: Understand why market losses affect you differently once you begin taking withdrawals—and why retirement may call for a different approach to risk.
- INFLATION & LONGEVITY: Consider how rising living costs, healthcare expenses, and a retirement spanning decades may affect the income you need.
- BRINGING THE PIECES TOGETHER: Learn why investments, income, taxes, Social Security, and other decisions should be part of one coordinated strategy.
- RETIREMENT HAS CHANGED. HAS YOUR PLAN?: Retirement plans need regular reviews because life, taxes, markets, and needs constantly change — what worked five years ago may not fit your situation today or tomorrow.
*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
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