Community Workshops
Miser Wealth Partners offer an array of community workshops that focus on various financial planning topics. These events aim to provide individuals with valuable information and advice on financial matters such as Tax Reduction, Tennessee Legal Matters, Medicare, and Investments. By attending these events, community members can gain a better understanding of how to manage their finances and plan for a secure financial future.
Events
How to Keep the Government Out of Your Pocket
The Yacht Club at Tellico Village 100 Sequoyah Road, Loudon, TN, United StatesPrivate workshop for affluent individuals 50–80 to uncover tax exposure, reduce inefficiencies, and avoid costly, siloed advice.You may already have a CPA, an attorney, and an investment advisor. But if […]
FreeHow to Keep the Government Out of Your Pocket
The Yacht Club at Tellico Village 100 Sequoyah Road, Loudon, TN, United StatesPrivate workshop for affluent individuals 50–80 to uncover tax exposure, reduce inefficiencies, and avoid costly, siloed advice.You may already have a CPA, an attorney, and an investment advisor. But if […]
Free
Estate Planning Is Not Enough
205 Bridgewater Rd 205 Bridgewater Road, Knoxville, TN, United StatesPrivate workshop for affluent 50–80: protect wealth, preserve control, and reduce costs from outdated, siloed estate, tax, and planning.You may already have wills, trusts, powers of attorney, and beneficiary designations […]
FreeEstate Planning Is Not Enough
205 Bridgewater Rd 205 Bridgewater Road, Knoxville, TN, United StatesPrivate workshop for affluent 50–80: protect wealth, preserve control, and reduce costs from outdated, siloed estate, tax, and planning.You may already have wills, trusts, powers of attorney, and beneficiary designations […]
FreeHow to Avoid the 3 Costliest Retirement Mistakes
The Center at Fairfield Glade 128 Stonehenge Drive, Crossville, TN, United StatesPrivate workshop for affluent individuals 50–80 to identify key retirement risks: Social Security, Medicare/IRMAA costs, and long-term care.You may already have substantial assets, a retirement strategy, and trusted advisors. But […]
FreeHow to Avoid the 3 Costliest Retirement Mistakes
Fairfield Glade Community Club 7827 Peavine Road, Crossville, TN, United StatesPrivate workshop for affluent individuals 50–80 to identify key retirement risks: Social Security, Medicare/IRMAA costs, and long-term care.You may already have substantial assets, a retirement strategy, and trusted advisors. But […]
Free
