Complimentary Dinner Workshop
TAX ALERT!! HOW TAX LAW CHANGES COULD AFFECT YOUR 2026 TAX LIABILITY
When: Tuesday April 21st, Wednesday April 22nd, or Thursday April 23rd, 2026 at 6:30pm
Where: The Capital Grille – 16489 N Scottsdale Rd, Scottsdale, AZ 85254
Please note, your seat is not secured until you speak with our Juniper Wealth Client Concierge.
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.
*First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.
JEFFREY JUNIPER
The Valley’s Conservative Financial Advisor
Jeffery Juniper is a skilled advisor who specializes in helping pre-retirees and retirees across the US build retirement strategies uniquely designed for their individual needs. Join us at Morton’s The Steakhouse to meet Jeff and discover firsthand his unique, conservative understanding of retirement in the United States. Enjoy a complimentary meal while Jeff takes complex financial investment concepts and options usually reserved for closed-door meetings within big investment firms, simply, breaks them down and make them available to you in easy-to-understand insights.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
