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 March–April 2026
March 24, 2026 (1 event)
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March 24, 2026TAX ALERT!! HOW TO LOWER YOUR TAX LIABILITY IN 2026.
Location:
Fleming’s Prime Steakhouse – 6333 N Scottsdale Rd, Scottsdale, AZ 85250Secure 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 money
out 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
March 26, 2026 (1 event)
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March 26, 2026TAX ALERT!! HOW TO LOWER YOUR TAX LIABILITY IN 2026.
Location:
Fleming’s Prime Steakhouse – 6333 N Scottsdale Rd, Scottsdale, AZ 85250Secure 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 money
out 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
April 7, 2026 (1 event)
April 7, 2026Location: Cooper's Hawk Winery & Restaurants
2290 S San Tan Village Pkwy, 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
April 8, 2026 (1 event)
April 8, 2026Location: Cooper's Hawk Winery & Restaurants
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
April 21, 2026 (1 event)
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April 21, 2026What to review before finalizing your retirement tax decisions. Impacting your retirement.
Location:
The Capital Grille – 16489 N Scottsdale Rd, Scottsdale, AZ 85254Now, 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:
- Roth IRA Conversions – Take advantage of today’s lower tax rates by converting to a Roth now without any money out of pocket.
- Impact of The Big Beautiful Bill on Retirement Income - How recent tax reforms under the new administration could affect taxes on Social Security, pensions, and retirement account withdrawals.
- How Taxes may be a significant retirement risk you haven’t planned for.
- Inflation & Rising Expenses - The complexities of today’s market and why you need a specialized plan.
- Understand how Tax-Free Income can play a role in retirement planning, and explore strategies designed to create tax-advantaged cash flow over time.
- Planning for the tax consequences and income requirements of Required Minimum Distributions (RMDs).
- Explore strategies designed to help address Long-Term Care Costs without the need for traditional annual premiums.
*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
April 22, 2026 (1 event)
–
April 22, 2026What to review before finalizing your retirement tax decisions. Impacting your retirement.
Location:
The Capital Grille – 16489 N Scottsdale Rd, Scottsdale, AZ 85254Now, 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:
- Roth IRA Conversions – Take advantage of today’s lower tax rates by converting to a Roth now without any money out of pocket.
- Impact of The Big Beautiful Bill on Retirement Income - How recent tax reforms under the new administration could affect taxes on Social Security, pensions, and retirement account withdrawals.
- How Taxes may be a significant retirement risk you haven’t planned for.
- Inflation & Rising Expenses - The complexities of today’s market and why you need a specialized plan.
- Understand how Tax-Free Income can play a role in retirement planning, and explore strategies designed to create tax-advantaged cash flow over time.
- Planning for the tax consequences and income requirements of Required Minimum Distributions (RMDs).
- Explore strategies designed to help address Long-Term Care Costs without the need for traditional annual premiums.
*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
April 23, 2026 (1 event)
–
April 23, 2026What to review before finalizing your retirement tax decisions. Impacting your retirement.
Location:
The Capital Grille – 16489 N Scottsdale Rd, Scottsdale, AZ 85254Now, 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:
- Roth IRA Conversions – Take advantage of today’s lower tax rates by converting to a Roth now without any money out of pocket.
- Impact of The Big Beautiful Bill on Retirement Income - How recent tax reforms under the new administration could affect taxes on Social Security, pensions, and retirement account withdrawals.
- How Taxes may be a significant retirement risk you haven’t planned for.
- Inflation & Rising Expenses - The complexities of today’s market and why you need a specialized plan.
- Understand how Tax-Free Income can play a role in retirement planning, and explore strategies designed to create tax-advantaged cash flow over time.
- Planning for the tax consequences and income requirements of Required Minimum Distributions (RMDs).
- Explore strategies designed to help address Long-Term Care Costs without the need for traditional annual premiums.
*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
YOU DESERVE FINANCIAL CONFIDENCE
