Complimentary Dinner Workshop
ANNUITIES IN 2026: THE GOOD, THE BAD, & THE TRUTH…
When: Tuesday July 14th, 2026 6:30pm or Thursday July 16th, 2026 6:30pm
Where: Fleming’s Prime Steakhouse – 6333 N Scottsdale Rd, Scottsdale, AZ 85250
Located on Scottsdale Road, just south of Lincoln Drive, adjacent to the Scottsdale Hilton near Paradise Valley and Old Town Scottsdale.
Please note, your seat is not secured until you speak with our Juniper Wealth Client Concierge.
What You’ll Learn:
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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+.
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 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.
