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.

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

Is Long-term Care Coverage the Right Decision for You in 2023?

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

What Does it Cost? What are your Choices?Long-Term Care Costs and BenefitsProper Planning of Long-Term CareTop-quality careCouples that are 65 and over have a 70% chance of encountering a long-term […]

Free

Avoiding Mistakes when Electing Social Security

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

Spousal Benefits, 0-, 55-, 85% Taxation, Survivor ConsiderationsAttend this essential educational workshop to learn about all the key considerations and outcomes so you can make the best decision for your […]

Free

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 Risks Reduce Risk Find Hidden Fees Stop Overpaying for YOUR investments In […]

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.Join former GS-14 IRS Tax Lititgator and Professional Tax Attorney, Charles […]

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?Tax Talk with Sam:These FREE workshops are designed to give you a basic understanding of what tax topics you are affecting […]

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.Legal Chats with Charlie:These FREE workshops are designed to give you a basic understanding of what […]

Free