Complimentary Dinner Workshop
INCREASE YOUR LIFETIME TAX FREE WEALTH UP TO 97%
When: Tuesday, June 2, at 6:30 PM
— OR —
Thursday, June 4, at 6:30 PM
Where: North Italia – 1950 E Williams Field Rd, Ste 102, Gilbert, AZ 85295 (6/2)
OR
Cooper’s Hawk Winery & Restaurant – 3325 W Chandler Blvd, Chandler, AZ 85226 (6/4)
Please note, your seat is not secured until you speak with our Juniper Wealth Client Concierge.
The Roth gameplan converts your IRA or 401(k) with no out-of-pocket costs.
AT THIS ROTH GAMEPLAN EVENT, WE WILL DISCUSS:
- What the extended tax cuts mean for IRA and why conversion is priority number one
- The six hidden negatives inside every IRA and the single move that removes them all at once
- How RMDs can explode your tax rate and even push you as high as 39.6% for 2026
- A double compounding cost that could quietly drain over $500K from your future retirement
- How to block the IRMAA tax from hijacking your Social Security checks, legally and permanently
- How to convert the smart way without reducing your account or jumping tax brackets
*First-time attendees only. If married, spouses are encouraged to attend. Please no children, agents or brokers. Best suited for people ages 50+.
JEFFERY 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.
