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 August–September 2026
August 27, 2026
August 27, 2026Location:
Tommy Bahama Scottsdale
15205 N Kierland Blvd # 100
Scottsdale, AZ 85254The 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
September 15, 2026
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September 15, 2026Location:
Fleming's Prime Steakhouse
6333 N Scottsdale Rd
Scottsdale, AZ 85250What You'll Learn:-
RETIREMENT INCOME FOR LIFE – How to help maintain your lifestyle for the rest of your life
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ANNUITIES SIMPLIFIED – The types of annuities and what each one can potentially do for you
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THE #1 RETIREMENT RISK – How annuities can help address longevity risks and support your long term needs
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IS YOUR ANNUITY RIGHT FOR YOU? – How to evaluate if your annuity fits your plan. Now & later...
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HOW TO CHOOSE THE RIGHT ANNUITY – How to help avoid making costly mistakes and bad choices
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WHY AN ANNUITY? – When annuities make sense – and when they don’t…
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GUARANTEED INCOME OPTIONS – Consistent income regardless of market conditions
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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
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September 17, 2026
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September 17, 2026Location:
Fleming's Prime Steakhouse
6333 N Scottsdale Rd
Scottsdale, AZ 85250What 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
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YOU DESERVE FINANCIAL CONFIDENCE
