Complimentary Dinner Workshop
RETIREMENT IN 2026:
INCOME, TAXES & THE DECISIONS THAT MATTER NOW
When: Tuesday October 13th, 2026 6:30pm or Thursday October 15th, 2026 6:30pm
Where: Tommy Bahama – 15205 N Kierland Blvd # 100 • Scottsdale, AZ 85254
Please note, your seat is not secured until you speak with our Juniper Wealth Client Concierge.
TOPICS DISCUSSED AT THIS EVENT:
- THE TRUTH ABOUT ANNUITIES: Understand the different types of annuities, their benefits, costs, and guarantees — and questions worth asking before purchasing or replacing one.
- DOES YOUR CURRENT ANNUITY STILL FIT?: Learn what to review when evaluating whether your annuity still aligns with your income needs and retirement strategy.
- CREATING RETIREMENT INCOME: Explore approaches for turning savings into an income strategy that supports your lifestyle throughout retirement.
- TAXES, RMDs & YOUR RETIREMENT SAVINGS: Learn how withdrawals, RMDs, and account types can affect your taxable income in retirement.
- MARKET RISK AFTER RETIREMENT: Understand why market losses affect you differently once you begin taking withdrawals—and why retirement may call for a different approach to risk.
- INFLATION & LONGEVITY: Consider how rising living costs, healthcare expenses, and a retirement spanning decades may affect the income you need.
- BRINGING THE PIECES TOGETHER: Learn why investments, income, taxes, Social Security, and other decisions should be part of one coordinated strategy.
- RETIREMENT HAS CHANGED. HAS YOUR PLAN?: Retirement plans need regular reviews because life, taxes, markets, and needs constantly change — what worked five years ago may not fit your situation today or tomorrow.
*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.
