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!
The week's events
MonMonday | TueTuesday | WedWednesday | ThuThursday | FriFriday | SatSaturday | SunSunday |
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May 20, 2024
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May 21, 2024(1 event) TAX-SMART RETIREMENT STRATEGY EVENT Location: Morton's the Steakhouse: 15233 N Kierland Blvd, Scottsdale AZ 85254 Experienced 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:
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. |
May 22, 2024
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May 23, 2024(1 event) TAX-SMART RETIREMENT STRATEGY EVENT Location: Morton's the Steakhouse: 15233 N Kierland Blvd, Scottsdale AZ 85254 Experienced 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:
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. |
May 24, 2024
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May 25, 2024
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May 26, 2024
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YOU DESERVE FINANCIAL CONFIDENCE