1-800-976-1093 RSVP Code 516391 Select a Date and Register

JOIN US FOR A COMPLIMENTARY PRESENTATION

join us for a complimentary dinner event

TAXES, TARIFFS, AND RESOURCE WARS

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Tue Nov 10

Fleming's Prime Steakhouse and Wine Bar

6:30pm Mountain - 6333 N Scottsdale Rd Scottsdale, AZ 85250

This Event Is Full This Event Has Already Taken Place

Thu Nov 12

Fleming's Prime Steakhouse and Wine Bar

6:30pm Mountain - 6333 N Scottsdale Rd Scottsdale, AZ 85250

This Event Is Full This Event Has Already Taken Place

What You'll Learn

NEW TAX LAWS & YOUR RETIREMENT INCOME - Understand how recent and proposed tax changes impact Social Security, pensions, and retirement withdrawals - AND where planning opportunities exist.
INFLATION & PURCHASING POWER - Learn strategies designed to protect your assets as inflation continues to pressure retirement income.
GOVERNMENT SPENDING & FUTURE TAX RISK - As deficits grow and policy evolves, what could this mean for future tax rates and your long-term plan?
THE TRUE COST OF RETIREMENT - Is your current strategy positioned to keep pace with rising healthcare and living expenses?
RMD STRATEGIES & TAX EXPOSURE - Required distributions can significantly increase taxable income. Do you have a plan to manage the impact?
ROTH IRA CONVERSIONS - Learn about strategies to help reduce tax liability - with potentially no out-of-pocket costs.

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Featured Speaker

Jeffrey Juniper

Jeffrey Juniper is a seasoned financial advisor who specializes in helping pre-retirees and retirees across the US build retirement strategies uniquely designed for their individual needs. Join us at Fleming's Prime Steakhouse & Wine Bar 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 and simply, breaks them down into easy-to-understand insights.

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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Juniper Wealth management is a separate and unaffiliated entity from Simplicity Wealth.