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 September–October 2025
September 23, 2025 (1 event)
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September 23, 2025IRA/401K SECRETS THE IRS HOPES YOU NEVER LEARN
Location: Cooper’s Hawk Winery & Restaurant
3325 W Chandler Blvd, Chandler, AZ 85226Reveal the latest strategies to help you preserve your wealth, get more income and reduce your tax risk in retirement!
WHY PAY MONEY TO THE IRS THAT YOU ARE ALLOWED TO KEEP?
THE ROTH GAME PLAN HELPS YOU:
- Increase your lifetime tax-free wealth up to 100%
- Learn how to convert your IRA or 401k to Roth with no out-of-pocket costs
- Avoid the six major mistakes of large IRA's and 401k owners make
- What the Big Beautiful Bill means for your retirement and why Roth conversions are a top priority
- How to keep the IRRMA tax as low as possible
- How to leave a tax free legacy to your children
- Learn how to keep taxes as low as possible on your social security
- Women, learn how to avoid the widows penalty
*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
September 24, 2025 (1 event)
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September 24, 2025IRA/401K SECRETS THE IRS HOPES YOU NEVER LEARN
Location: Cooper’s Hawk Winery & Restaurant
2290 S Santan Village Pkwy, Gilbert, AZ 85295Reveal the latest strategies to help you preserve your wealth, get more income and reduce your tax risk in retirement!
WHY PAY MONEY TO THE IRS THAT YOU ARE ALLOWED TO KEEP?
THE ROTH GAME PLAN HELPS YOU:
- Increase your lifetime tax-free wealth up to 100%
- Learn how to convert your IRA or 401k to Roth with no out-of-pocket costs
- Avoid the six major mistakes of large IRA's and 401k owners make
- What the Big Beautiful Bill means for your retirement and why Roth conversions are a top priority
- How to keep the IRRMA tax as low as possible
- How to leave a tax free legacy to your children
- Learn how to keep taxes as low as possible on your social security
- Women, learn how to avoid the widows penalty
*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
September 25, 2025 (1 event)
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September 25, 2025IRA/401K SECRETS THE IRS HOPES YOU NEVER LEARN
Location: Cooper’s Hawk Winery & Restaurant
3325 W Chandler Blvd, Chandler, AZ 85226Reveal the latest strategies to help you preserve your wealth, get more income and reduce your tax risk in retirement!
WHY PAY MONEY TO THE IRS THAT YOU ARE ALLOWED TO KEEP?
THE ROTH GAME PLAN HELPS YOU:
- Increase your lifetime tax-free wealth up to 100%
- Learn how to convert your IRA or 401k to Roth with no out-of-pocket costs
- Avoid the six major mistakes of large IRA's and 401k owners make
- What the Big Beautiful Bill means for your retirement and why Roth conversions are a top priority
- How to keep the IRRMA tax as low as possible
- How to leave a tax free legacy to your children
- Learn how to keep taxes as low as possible on your social security
- Women, learn how to avoid the widows penalty
*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
YOU DESERVE FINANCIAL CONFIDENCE
