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 November–December 2024
November 13, 2024 (1 event)
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November 13, 2024TAX-SMART RETIREMENT STRATEGY EVENT
Location:Morton’s the Steakhouse
15233 N Kierland Blvd, Scottsdale AZ 85254Experienced 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.
REGISTER HERE
November 14, 2024 (1 event)
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November 14, 2024TAX-SMART RETIREMENT STRATEGY EVENT
Location:Morton’s the Steakhouse
15233 N Kierland Blvd, Scottsdale AZ 85254Experienced 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.
REGISTER HERE
December 3, 2024 (1 event)
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December 3, 2024TAX-SMART RETIREMENT STRATEGY EVENT
Location: Ruth’s Chris Steakhouse
7001 N Scottsdale Road, Suite 290 Scottsdale, AZ 85253Experienced 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.
REGISTER HERE
December 5, 2024 (1 event)
–
December 5, 2024TAX-SMART RETIREMENT STRATEGY EVENT
Location: Ruth’s Chris Steakhouse
7001 N Scottsdale Road, Suite 290 Scottsdale, AZ 85253Experienced 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.
REGISTER HERE
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