1-800-976-1093 RSVP Code 517677 Select a Date and Register

JOIN US FOR A COMPLIMENTARY PRESENTATION

INCREASE YOUR LIFETIME TAX-FREE WEALTH UP TO 97%

THE NEW ROTH BLUEPRINT CONVERTS YOUR IRA WITH NO OUT-OF-POCKET COSTS

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Tue Dec 1

North Italia

6:30pm Mountain - 1950 E Williams Field Rd Ste 102 Gilbert, AZ 85295

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Thu Dec 3

Cooper's Hawk Winery and Restaurant

6:30pm Mountain - 3325 W Chandler Blvd Chandler, AZ 85226

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What You'll Learn

What the extended tax cuts mean for your IRA - and why conversion is priority #1
The 6 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 37% 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

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Featured Speaker

Juniper Wealth Management

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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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.