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.

Reducing Risk and Lowering Investment Fees in 2023

Chota Rec Center Room B 145 Awohili Dr, Loudon, TN, United States

How to invest wisely and avoid interest-rate risk in fixed-income assets. Eliminating Cash Drag, Hidden Fees and Unknown RisksReduce Risk Find Hidden FeesStop Overpaying for YOUR investmentsIn this workshop you […]

Free

Medicare Workshop

10201 Parkside Dr 10201 Parkside Drive, Knoxville, TN, United States

This Medicare educational workshop will provide simple answers to your complex questions. Webinar and In PersonWhether you are still working or planning to retire, this Medicare educational workshop presented by […]

Free

Medicare Workshop

10201 Parkside Dr 10201 Parkside Drive, Knoxville, TN, United States

This Medicare educational workshop will provide simple answers to your complex questions. Webinar and In PersonWhether you are still working or planning to retire, this Medicare educational workshop presented by […]

Free

Medicare Workshop

10201 Parkside Dr 10201 Parkside Drive, Knoxville, TN, United States

This Medicare educational workshop will provide simple answers to your complex questions. Webinar and In PersonWhether you are still working or planning to retire, this Medicare educational workshop presented by […]

Free

2023 Tennessee Wills and Trust Law Update

Chota Rec Center Room C 145 Awohili Dr, Loudon, TN, United States

Learn everything you must know if you have relocated Tennessee or are considering creating a will or trust in Tennessee.Considering creating a will or trust in TennesseeThe use of powers […]

Free

Medicare Workshop

10201 Parkside Dr 10201 Parkside Drive, Knoxville, TN, United States

This Medicare educational workshop will provide simple answers to your complex questions. Webinar and In PersonWhether you are still working or planning to retire, this Medicare educational workshop presented by […]

Free

Tax Strategies for Real Estate Investors

Chota Community Center Room B 145 Awohili Drive, Loudon, TN, United States

Do you love real estate, but hate being a landlord?Garner Benefits of DepreciationRental Property DeductionsExplore tax credits related your investmentsDo you love real estate but hate being a landlord? By […]

Free

Selling Highly Appreciated Assets: Real Estate, Businesses, and Securities

Chota Community Center Room B 145 Awohili Drive, Loudon, TN, United States

Learn how to properly position your highly appreciated assets to avoid future capital gain taxes.How to Optimize Depreciation in 2023Often overlooked DeductionsPotential Tax Credits Related to Recent Tax Acts1031 Exchange […]

Free

Medicare Workshop

10201 Parkside Dr 10201 Parkside Drive, Knoxville, TN, United States

This Medicare educational workshop will provide simple answers to your complex questions. Webinar and In PersonWhether you are still working or planning to retire, this Medicare educational workshop presented by […]

Free

Medicare Workshop

10201 Parkside Dr 10201 Parkside Drive, Knoxville, TN, United States

This Medicare educational workshop will provide simple answers to your complex questions. Webinar and In PersonWhether you are still working or planning to retire, this Medicare educational workshop presented by […]

Free