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 May–June 2026

  • May 5, 2026


    May 5, 2026

    Location: Tommy Bahama Restaurant and Bar
    15205 N Kierland Blvd # 100, Scottsdale, AZ 85254

    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

     

  • May 7, 2026


    May 7, 2026

    Location: Tommy Bahama Restaurant and Bar
    15205 N Kierland Blvd # 100, Scottsdale, AZ 85254

    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

     

  • May 19, 2026

    –
    May 19, 2026

    TAX ALERT!! HOW TAX LAW CHANGES COULD AFFECT YOUR 2026 TAX LIABILITY

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

    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:

    • 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.

    *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

     

  • May 21, 2026

    –
    May 21, 2026

    TAX ALERT!! HOW TAX LAW CHANGES COULD AFFECT YOUR 2026 TAX LIABILITY

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

    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:

    • 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.

    *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

     

  • June 2, 2026


    June 2, 2026

    Location: North Italia
    1950 E Williams Field Rd, Ste 102
    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

     

  • June 4, 2026


    June 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+.

    Event Full

     

  • June 16, 2026

    –
    June 16, 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

     

  • June 18, 2026

    –
    June 18, 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

     

  • June 30, 2026


    June 30, 2026

    Location: Tommy Bahama Restaurant & Bar
    15205 N Kierland Blvd # 100, Scottsdale, AZ 85254

    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