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.
Latest Past Events
Estate Planning Is Not Enough
The Yacht Club at Tellico Village 100 Sequoyah Road, LoudonPrivate workshop for affluent 50–80: protect wealth, preserve control, and reduce costs from outdated, siloed estate, tax, and planning.You may already have wills, trusts, powers of attorney, and beneficiary designations […]
Estate Planning Is Not Enough
The Yacht Club at Tellico Village 100 Sequoyah Road, LoudonPrivate workshop for affluent 50–80: protect wealth, preserve control, and reduce costs from outdated, siloed estate, tax, and planning.You may already have wills, trusts, powers of attorney, and beneficiary designations […]
How to Avoid the 3 Costliest Retirement Mistakes
Bridgewater Hospitality Collective 205 Bridgewater Road, KnoxvillePrivate 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 […]