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DTSTART;TZID=America/New_York:20260601T180000
DTEND;TZID=America/New_York:20260601T200000
DTSTAMP:20260506T165946
CREATED:20260430T132447Z
LAST-MODIFIED:20260505T134554Z
UID:10000160-1780336800-1780344000@www.miserwealthpartners.com
SUMMARY:How to Keep the Government Out of Your Pocket
DESCRIPTION:Private workshop for affluent individuals 50–80 to uncover tax exposure\, reduce inefficiencies\, and avoid costly\, siloed advice.\n\n\nYou may already have a CPA\, an attorney\, and an investment advisor. But if they are not actively collaborating\, there is a strong chance important planning opportunities are being missed. Over time\, that lack of coordination can become one of the most expensive risks affluent families face. Many affluent families assume they are well planned because they have multiple advisors. In reality\, they may still be exposed to unnecessary tax drag\, delayed decisions\, and costly inefficiencies simply because no one is driving an integrated strategy.  \nJoin Samuel H. Tutko\, EA\, Vice President of Advanced Tax Planning at Miser Wealth Partners\, for a private educational workshop focused on where affluent families often lose money without realizing it and why the cost of uncoordinated advice can compound over time.  \nThis event is designed for affluent individuals and families ages 50 to 80 who want to think more strategically about taxes\, retirement income\, legacy\, and long-term wealth preservation. Too often\, tax\, legal\, investment\, and insurance decisions are made in separate silos. One advisor may be doing tax preparation. Another may be managing investments. Another may have prepared legal documents years ago. Each may be competent\, but if those decisions are not being coordinated in real time\, important opportunities can be missed and avoidable costs can quietly build year after year. \nThat disconnect can show up in many ways: unnecessary tax drag\, missed Roth conversion windows\, poorly coordinated retirement income decisions\, avoidable Medicare premium exposure\, capital gains surprises\, estate plans that are legally sound but tax-inefficient\, and wealth transfer opportunities that were simply addressed too late. \nThis workshop is not about one isolated tactic. It is about what happens when tax\, legal\, and investment decisions are either connected or disconnected. \nA tax move can change an investment outcome.An estate design decision can alter tax consequences.A retirement income decision can affect Medicare costs.A delayed conversation can become a permanent missed opportunity. \nAt Miser Wealth Partners\, we believe the true advantage comes from centralization\, integration\, and execution. When tax\, legal\, and investment professionals collaborate under one roof\, families are often better positioned to identify opportunities earlier\, reduce avoidable friction\, and preserve more of what they have built.  \nDuring this workshop\, we will discuss planning considerations related to: \n\ntax-efficient retirement income planning\nRoth conversion strategy\ncapital gains planning\nestate and trust coordination\nIRMAA and Medicare-related planning\nlegacy and wealth transfer planning\nappreciated and concentrated asset planning\nthe cost of reactive decision-making\nthe compounded cost of missed opportunities\nhow siloed advice can quietly drain wealth over time\n\nIf you have ever questioned whether your current advisors are truly collaborating\, this workshop will help you better understand what that gap may be costing you and what a more integrated planning model can look like. \nWho Should Attend \n\naffluent individuals and families ages 50–80\nhouseholds with substantial assets\, appreciated holdings\, or more complex planning needs\nthose approaching retirement\, living in retirement\, or navigating major liquidity or legacy decisions\nindividuals who want to know whether they are overpaying because their advisors are not coordinating\nfamilies who want proactive planning instead of piecemeal advice\n\nWhat Guests Will Learn \n\nwhere affluent families often lose money through fragmented planning\nwhy reactive tax filing is not the same as proactive tax strategy\nhow legal\, tax\, retirement\, and investment decisions should work together\nwhere avoidable inefficiencies tend to hide\nhow missed planning opportunities compound over time\nhow to evaluate whether their current advisory relationships are truly coordinated\n\nPresented by Samuel H. Tutko\, EAVice President of Advanced Tax Planning \nMiser Wealth PartnersSamuel H. Tutko works with affluent individuals and families on proactive tax strategy and integrated planning opportunities. His focus is helping clients move beyond isolated annual decisions and toward coordinated tax\, legal\, retirement\, and wealth strategies that are designed to work together. \nRegister now to uncover the hidden cost of siloed advice and see how integrated planning may help affluent families keep more\, miss less\, and act before opportunities are gone.
URL:https://www.miserwealthpartners.com/workshop/how-to-keep-the-government-out-of-your-pocket/
LOCATION:The Yacht Club at Tellico Village\, 100 Sequoyah Road\, Loudon\, TN\, 37774\, United States
ATTACH;FMTTYPE=image/jpeg:https://www.miserwealthpartners.com/wp-content/uploads/2024/12/9ce512e5cfa3cdb5e1c7ed77e8f64137-N8Hsq2.tmp_.jfif
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260605T110000
DTEND;TZID=America/New_York:20260605T140000
DTSTAMP:20260506T165946
CREATED:20260430T132447Z
LAST-MODIFIED:20260505T134554Z
UID:10000161-1780657200-1780668000@www.miserwealthpartners.com
SUMMARY:How to Keep the Government Out of Your Pocket
DESCRIPTION:Private workshop for affluent individuals 50–80 to uncover tax exposure\, reduce inefficiencies\, and avoid costly\, siloed advice.\n\n\nYou may already have a CPA\, an attorney\, and an investment advisor. But if they are not actively collaborating\, there is a strong chance important planning opportunities are being missed. Over time\, that lack of coordination can become one of the most expensive risks affluent families face. Many affluent families assume they are well planned because they have multiple advisors. In reality\, they may still be exposed to unnecessary tax drag\, delayed decisions\, and costly inefficiencies simply because no one is driving an integrated strategy.  \nJoin Samuel H. Tutko\, EA\, Vice President of Advanced Tax Planning at Miser Wealth Partners\, for a private educational workshop focused on where affluent families often lose money without realizing it and why the cost of uncoordinated advice can compound over time.  \nThis event is designed for affluent individuals and families ages 50 to 80 who want to think more strategically about taxes\, retirement income\, legacy\, and long-term wealth preservation. Too often\, tax\, legal\, investment\, and insurance decisions are made in separate silos. One advisor may be doing tax preparation. Another may be managing investments. Another may have prepared legal documents years ago. Each may be competent\, but if those decisions are not being coordinated in real time\, important opportunities can be missed and avoidable costs can quietly build year after year. \nThat disconnect can show up in many ways: unnecessary tax drag\, missed Roth conversion windows\, poorly coordinated retirement income decisions\, avoidable Medicare premium exposure\, capital gains surprises\, estate plans that are legally sound but tax-inefficient\, and wealth transfer opportunities that were simply addressed too late. \nThis workshop is not about one isolated tactic. It is about what happens when tax\, legal\, and investment decisions are either connected or disconnected. \nA tax move can change an investment outcome.An estate design decision can alter tax consequences.A retirement income decision can affect Medicare costs.A delayed conversation can become a permanent missed opportunity. \nAt Miser Wealth Partners\, we believe the true advantage comes from centralization\, integration\, and execution. When tax\, legal\, and investment professionals collaborate under one roof\, families are often better positioned to identify opportunities earlier\, reduce avoidable friction\, and preserve more of what they have built.  \nDuring this workshop\, we will discuss planning considerations related to: \n\ntax-efficient retirement income planning\nRoth conversion strategy\ncapital gains planning\nestate and trust coordination\nIRMAA and Medicare-related planning\nlegacy and wealth transfer planning\nappreciated and concentrated asset planning\nthe cost of reactive decision-making\nthe compounded cost of missed opportunities\nhow siloed advice can quietly drain wealth over time\n\nIf you have ever questioned whether your current advisors are truly collaborating\, this workshop will help you better understand what that gap may be costing you and what a more integrated planning model can look like. \nWho Should Attend \n\naffluent individuals and families ages 50–80\nhouseholds with substantial assets\, appreciated holdings\, or more complex planning needs\nthose approaching retirement\, living in retirement\, or navigating major liquidity or legacy decisions\nindividuals who want to know whether they are overpaying because their advisors are not coordinating\nfamilies who want proactive planning instead of piecemeal advice\n\nWhat Guests Will Learn \n\nwhere affluent families often lose money through fragmented planning\nwhy reactive tax filing is not the same as proactive tax strategy\nhow legal\, tax\, retirement\, and investment decisions should work together\nwhere avoidable inefficiencies tend to hide\nhow missed planning opportunities compound over time\nhow to evaluate whether their current advisory relationships are truly coordinated\n\nPresented by Samuel H. Tutko\, EAVice President of Advanced Tax Planning \nMiser Wealth PartnersSamuel H. Tutko works with affluent individuals and families on proactive tax strategy and integrated planning opportunities. His focus is helping clients move beyond isolated annual decisions and toward coordinated tax\, legal\, retirement\, and wealth strategies that are designed to work together. \nRegister now to uncover the hidden cost of siloed advice and see how integrated planning may help affluent families keep more\, miss less\, and act before opportunities are gone.
URL:https://www.miserwealthpartners.com/workshop/how-to-keep-the-government-out-of-your-pocket-2/
LOCATION:The Yacht Club at Tellico Village\, 100 Sequoyah Road\, Loudon\, TN\, 37774\, United States
ATTACH;FMTTYPE=image/jpeg:https://www.miserwealthpartners.com/wp-content/uploads/2024/12/9ce512e5cfa3cdb5e1c7ed77e8f64137-N8Hsq2.tmp_.jfif
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260616T110000
DTEND;TZID=America/New_York:20260616T140000
DTSTAMP:20260506T165946
CREATED:20260430T132447Z
LAST-MODIFIED:20260505T134554Z
UID:10000162-1781607600-1781618400@www.miserwealthpartners.com
SUMMARY:Estate Planning Is Not Enough
DESCRIPTION:Private workshop for affluent 50–80: protect wealth\, preserve control\, and reduce costs from outdated\, siloed estate\, tax\, and planning.\n\n\nYou may already have wills\, trusts\, powers of attorney\, and beneficiary designations in place. But if those documents have not been reviewed in light of your current wealth\, tax exposure\, retirement structure\, long-term care concerns\, and family goals\, there is a strong chance your planning is no longer as protective or efficient as you think. Many affluent families assume they are well planned because they have documents. In reality\, they may still be exposed to unnecessary tax consequences\, beneficiary mistakes\, titling problems\, healthcare-related spend-down risk\, creditor exposure\, and costly inefficiencies simply because no one has coordinated the legal design with the rest of their financial life. \nJoin Jeanne B. Miser\, Estate Planning Attorney\, and Derek A. Miser\, Financial Advisor\, for a private educational workshop focused on where affluent families often discover costly estate and wealth-planning gaps and why disconnected planning can create avoidable problems for the people they care about most. \nThis event is designed for affluent individuals and families ages 50 to 80 who want to think more strategically about control\, incapacity protection\, wealth transfer\, tax exposure\, long-term care risk\, and long-term family outcomes. \nToo often\, estate planning\, tax planning\, investment planning\, retirement strategy\, and asset protection concerns are handled in separate silos. One professional may have drafted a trust years ago. Another may be managing investments. Another may be preparing tax returns. Another may have discussed long-term care exposure in isolation. Each may be competent\, but if those decisions are not being coordinated in real time\, important opportunities can be missed and avoidable complications can quietly build over time. \nThat disconnect can show up in many ways: outdated documents after significant net worth growth\, beneficiary designations that do not reflect the estate plan\, asset titling errors\, unnecessary probate exposure\, avoidable estate and income tax friction\, poorly coordinated trust funding\, family conflict\, long-term care costs that erode assets faster than expected\, and missed planning opportunities that may have helped better protect the estate from nursing homes\, hospitals\, and certain creditor risks through proactive legal design. \nFor many affluent families\, one of the most overlooked planning issues is not simply how wealth transfers at death\, but how it may be exposed during life. A healthcare event\, extended nursing home stay\, lawsuit\, creditor issue\, or incapacity crisis can place significant pressure on an estate if the legal\, tax\, and wealth structure has not been reviewed in advance. This workshop will explore how proactive planning may help families better preserve assets\, maintain control\, and reduce unnecessary erosion from long-term care costs\, medical events\, and other avoidable risks. \nThis workshop is not just about documents. It is about whether your legal design truly matches your wealth reality. \nA beneficiary designation can override your intent.A trust can be legally sound and still tax-inefficient.A retirement account decision can affect family outcomes for years.A delayed update can become a permanent planning mistake.An unaddressed long-term care event can erode assets far faster than most families expect. \nAt Miser Wealth Partners\, we believe the true advantage comes from centralization\, integration\, and execution. When legal\, tax\, wealth\, and asset protection planning are coordinated under one roof\, families are often better positioned to preserve control\, protect loved ones\, reduce preventable loss\, and carry out their wishes with greater clarity and efficiency. \nDuring this workshop\, we will discuss planning considerations related to: \n\nwills and revocable trusts\npowers of attorney and healthcare directives\nincapacity planning\nprobate avoidance and asset titling\nbeneficiary designation coordination\nestate and trust administration concerns\ntrust design and tax consequences\ninherited IRA and retirement account planning considerations\nwealth transfer planning for appreciated and concentrated assets\nprotecting surviving spouses and children\nlong-term care and nursing home asset protection considerations\nplanning to reduce unnecessary estate erosion from healthcare events and creditor exposure\ncommon reasons estate plans fail in real life\nthe cost of outdated or siloed planning\n\nIf you have ever questioned whether your estate plan still reflects your current wealth\, family structure\, long-term care exposure\, and goals\, this workshop will help you better understand what that gap may be costing you and what a more integrated planning model can look like. \nWho Should Attend\n\naffluent individuals and families ages 50–80\nhouseholds with substantial assets\, trusts\, retirement accounts\, real estate\, or business interests\nthose who have estate documents but have not reviewed them recently\nthose concerned about incapacity\, probate\, family conflict\, long-term care costs\, or inefficient wealth transfer\nindividuals who want legal\, tax\, wealth\, and asset protection planning to work together rather than in separate silos\nfamilies who want proactive planning instead of document-driven planning alone\n\n \nWhat Guests Will Learn\n\nwhy estate documents alone may not be enough\nwhere affluent families often discover costly planning gaps\nhow beneficiary designations and asset titling can override intent\nhow estate planning should interact with tax and investment strategy\nhow long-term care events\, creditor exposure\, and outdated planning can place family wealth at risk\nhow integrated planning can better protect wealth\, control\, and long-term family outcomes\nwhere preventable loss often occurs before death\, not just after it\nhow to evaluate whether their current plan is truly coordinated or simply exists on paper\n\nRegister now to uncover the hidden cost of outdated and siloed estate planning and see how integrated legal\, tax\, wealth\, and asset protection strategy may help affluent families preserve control\, protect loved ones\, and reduce unnecessary erosion from long-term care costs\, creditor risks\, and preventable mistakes before it is too late. \nPresented By\nJeanne B. Miser\, Estate Planning AttorneyAnd Derek A. Miser\, Financial Advisor \nSpeaker DescriptionJeanne B. Miser\, Estate Planning Attorney\, brings decades of legal experience in estate planning and family protection strategies\, helping families create legal structures designed to preserve control\, protect loved ones\, and carry out their wishes with clarity. Derek A. Miser\, Financial Advisor\, works with affluent individuals and families on integrated tax\, legal\, wealth\, and planning strategy\, with a focus on helping clients move beyond siloed advice and toward a more coordinated framework for long-term decision-making.
URL:https://www.miserwealthpartners.com/workshop/estate-planning-is-not-enough/
LOCATION:205 Bridgewater Rd\, 205 Bridgewater Road\, Knoxville\, TN\, 37923\, United States
ATTACH;FMTTYPE=image/jpeg:https://www.miserwealthpartners.com/wp-content/uploads/2026/05/887dd61824008c8f70c692b49efec424-jNsvjN.tmp_.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260617T130000
DTEND;TZID=America/New_York:20260617T150000
DTSTAMP:20260506T165946
CREATED:20260430T132448Z
LAST-MODIFIED:20260505T134555Z
UID:10000163-1781701200-1781708400@www.miserwealthpartners.com
SUMMARY:Estate Planning Is Not Enough
DESCRIPTION:Private workshop for affluent 50–80: protect wealth\, preserve control\, and reduce costs from outdated\, siloed estate\, tax\, and planning.\n\n\nYou may already have wills\, trusts\, powers of attorney\, and beneficiary designations in place. But if those documents have not been reviewed in light of your current wealth\, tax exposure\, retirement structure\, long-term care concerns\, and family goals\, there is a strong chance your planning is no longer as protective or efficient as you think. Many affluent families assume they are well planned because they have documents. In reality\, they may still be exposed to unnecessary tax consequences\, beneficiary mistakes\, titling problems\, healthcare-related spend-down risk\, creditor exposure\, and costly inefficiencies simply because no one has coordinated the legal design with the rest of their financial life. \nJoin Jeanne B. Miser\, Estate Planning Attorney\, and Derek A. Miser\, Financial Advisor\, for a private educational workshop focused on where affluent families often discover costly estate and wealth-planning gaps and why disconnected planning can create avoidable problems for the people they care about most. \nThis event is designed for affluent individuals and families ages 50 to 80 who want to think more strategically about control\, incapacity protection\, wealth transfer\, tax exposure\, long-term care risk\, and long-term family outcomes. \nToo often\, estate planning\, tax planning\, investment planning\, retirement strategy\, and asset protection concerns are handled in separate silos. One professional may have drafted a trust years ago. Another may be managing investments. Another may be preparing tax returns. Another may have discussed long-term care exposure in isolation. Each may be competent\, but if those decisions are not being coordinated in real time\, important opportunities can be missed and avoidable complications can quietly build over time. \nThat disconnect can show up in many ways: outdated documents after significant net worth growth\, beneficiary designations that do not reflect the estate plan\, asset titling errors\, unnecessary probate exposure\, avoidable estate and income tax friction\, poorly coordinated trust funding\, family conflict\, long-term care costs that erode assets faster than expected\, and missed planning opportunities that may have helped better protect the estate from nursing homes\, hospitals\, and certain creditor risks through proactive legal design. \nFor many affluent families\, one of the most overlooked planning issues is not simply how wealth transfers at death\, but how it may be exposed during life. A healthcare event\, extended nursing home stay\, lawsuit\, creditor issue\, or incapacity crisis can place significant pressure on an estate if the legal\, tax\, and wealth structure has not been reviewed in advance. This workshop will explore how proactive planning may help families better preserve assets\, maintain control\, and reduce unnecessary erosion from long-term care costs\, medical events\, and other avoidable risks. \nThis workshop is not just about documents. It is about whether your legal design truly matches your wealth reality. \nA beneficiary designation can override your intent.A trust can be legally sound and still tax-inefficient.A retirement account decision can affect family outcomes for years.A delayed update can become a permanent planning mistake.An unaddressed long-term care event can erode assets far faster than most families expect. \nAt Miser Wealth Partners\, we believe the true advantage comes from centralization\, integration\, and execution. When legal\, tax\, wealth\, and asset protection planning are coordinated under one roof\, families are often better positioned to preserve control\, protect loved ones\, reduce preventable loss\, and carry out their wishes with greater clarity and efficiency. \nDuring this workshop\, we will discuss planning considerations related to: \n\nwills and revocable trusts\npowers of attorney and healthcare directives\nincapacity planning\nprobate avoidance and asset titling\nbeneficiary designation coordination\nestate and trust administration concerns\ntrust design and tax consequences\ninherited IRA and retirement account planning considerations\nwealth transfer planning for appreciated and concentrated assets\nprotecting surviving spouses and children\nlong-term care and nursing home asset protection considerations\nplanning to reduce unnecessary estate erosion from healthcare events and creditor exposure\ncommon reasons estate plans fail in real life\nthe cost of outdated or siloed planning\n\nIf you have ever questioned whether your estate plan still reflects your current wealth\, family structure\, long-term care exposure\, and goals\, this workshop will help you better understand what that gap may be costing you and what a more integrated planning model can look like. \nWho Should Attend\n\naffluent individuals and families ages 50–80\nhouseholds with substantial assets\, trusts\, retirement accounts\, real estate\, or business interests\nthose who have estate documents but have not reviewed them recently\nthose concerned about incapacity\, probate\, family conflict\, long-term care costs\, or inefficient wealth transfer\nindividuals who want legal\, tax\, wealth\, and asset protection planning to work together rather than in separate silos\nfamilies who want proactive planning instead of document-driven planning alone\n\n \nWhat Guests Will Learn\n\nwhy estate documents alone may not be enough\nwhere affluent families often discover costly planning gaps\nhow beneficiary designations and asset titling can override intent\nhow estate planning should interact with tax and investment strategy\nhow long-term care events\, creditor exposure\, and outdated planning can place family wealth at risk\nhow integrated planning can better protect wealth\, control\, and long-term family outcomes\nwhere preventable loss often occurs before death\, not just after it\nhow to evaluate whether their current plan is truly coordinated or simply exists on paper\n\nRegister now to uncover the hidden cost of outdated and siloed estate planning and see how integrated legal\, tax\, wealth\, and asset protection strategy may help affluent families preserve control\, protect loved ones\, and reduce unnecessary erosion from long-term care costs\, creditor risks\, and preventable mistakes before it is too late. \nPresented By\nJeanne B. Miser\, Estate Planning AttorneyAnd Derek A. Miser\, Financial Advisor \nSpeaker DescriptionJeanne B. Miser\, Estate Planning Attorney\, brings decades of legal experience in estate planning and family protection strategies\, helping families create legal structures designed to preserve control\, protect loved ones\, and carry out their wishes with clarity. Derek A. Miser\, Financial Advisor\, works with affluent individuals and families on integrated tax\, legal\, wealth\, and planning strategy\, with a focus on helping clients move beyond siloed advice and toward a more coordinated framework for long-term decision-making.
URL:https://www.miserwealthpartners.com/workshop/estate-planning-is-not-enough-2/
LOCATION:205 Bridgewater Rd\, 205 Bridgewater Road\, Knoxville\, TN\, 37923\, United States
ATTACH;FMTTYPE=image/jpeg:https://www.miserwealthpartners.com/wp-content/uploads/2026/04/7a125cf189653d08d4df7e3b52c4cfb5-4rx4Yw.tmp_.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260623T180000
DTEND;TZID=America/Chicago:20260623T200000
DTSTAMP:20260506T165946
CREATED:20260430T132448Z
LAST-MODIFIED:20260505T134555Z
UID:10000164-1782237600-1782244800@www.miserwealthpartners.com
SUMMARY:How to Avoid the 3 Costliest Retirement Mistakes
DESCRIPTION:Private workshop for affluent individuals 50–80 to identify key retirement risks: Social Security\, Medicare/IRMAA costs\, and long-term care.\n\n\nYou may already have substantial assets\, a retirement strategy\, and trusted advisors. But if your Social Security claiming decision\, Medicare elections\, retirement income plan\, and long-term care strategy are not being considered together\, there is a strong chance important opportunities are being missed. Over time\, those missed decisions can lead to lower lifetime income\, higher Medicare costs\, avoidable healthcare exposure\, and unnecessary pressure on retirement assets. \nFor many affluent households\, at least one of these three issues is already in play: a poorly timed Social Security decision\, Medicare premiums inflated by income planning mistakes\, or no clear plan for handling a long-term care event without disrupting the rest of the estate. \nThis workshop is designed to help you identify whether your next major retirement planning priority is: \n\nmaximizing lifetime Social Security income\nreducing avoidable Medicare and IRMAA costs\nprotecting retirement assets from long-term care erosion\n\nJoin Derek A. Miser\, Financial Advisor\, and Greg Boling\, CLTC\, IRMAA-CP\, for a private educational workshop focused on how these three decisions can materially affect retirement cash flow\, healthcare costs\, asset preservation\, and family outcomes. \nRegister now to identify whether your greatest retirement planning risk is lower lifetime Social Security income\, rising Medicare and IRMAA costs\, or unaddressed long-term care exposure and to better understand what coordinated planning may help you do about it before those costs become harder to reverse.
URL:https://www.miserwealthpartners.com/workshop/how-to-avoid-the-3-costliest-retirement-mistakes/
LOCATION:The Center at Fairfield Glade\, 128 Stonehenge Drive\, Crossville\, TN\, 38558\, United States
ATTACH;FMTTYPE=image/jpeg:https://www.miserwealthpartners.com/wp-content/uploads/2026/04/f7af0535e87848fc455eb34fd666809c-Xvvxth.tmp_.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260625T180000
DTEND;TZID=America/Chicago:20260625T200000
DTSTAMP:20260506T165946
CREATED:20260430T132448Z
LAST-MODIFIED:20260505T134555Z
UID:10000165-1782410400-1782417600@www.miserwealthpartners.com
SUMMARY:How to Avoid the 3 Costliest Retirement Mistakes
DESCRIPTION:Private workshop for affluent individuals 50–80 to identify key retirement risks: Social Security\, Medicare/IRMAA costs\, and long-term care.\n\n\nYou may already have substantial assets\, a retirement strategy\, and trusted advisors. But if your Social Security claiming decision\, Medicare elections\, retirement income plan\, and long-term care strategy are not being considered together\, there is a strong chance important opportunities are being missed. Over time\, those missed decisions can lead to lower lifetime income\, higher Medicare costs\, avoidable healthcare exposure\, and unnecessary pressure on retirement assets. \nFor many affluent households\, at least one of these three issues is already in play: a poorly timed Social Security decision\, Medicare premiums inflated by income planning mistakes\, or no clear plan for handling a long-term care event without disrupting the rest of the estate. \nThis workshop is designed to help you identify whether your next major retirement planning priority is: \n\nmaximizing lifetime Social Security income\nreducing avoidable Medicare and IRMAA costs\nprotecting retirement assets from long-term care erosion\n\nJoin Derek A. Miser\, Financial Advisor\, and Greg Boling\, CLTC\, IRMAA-CP\, for a private educational workshop focused on how these three decisions can materially affect retirement cash flow\, healthcare costs\, asset preservation\, and family outcomes. \nRegister now to identify whether your greatest retirement planning risk is lower lifetime Social Security income\, rising Medicare and IRMAA costs\, or unaddressed long-term care exposure and to better understand what coordinated planning may help you do about it before those costs become harder to reverse.
URL:https://www.miserwealthpartners.com/workshop/how-to-avoid-the-3-costliest-retirement-mistakes-2/
LOCATION:Fairfield Glade Community Club\, 7827 Peavine Road\, Crossville\, TN\, 38558\, United States
ATTACH;FMTTYPE=image/jpeg:https://www.miserwealthpartners.com/wp-content/uploads/2026/04/ea20329febf64bca666b0ce58067d9e1-8GjImH.tmp_.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260908T110000
DTEND;TZID=America/New_York:20260908T120000
DTSTAMP:20260506T165946
CREATED:20260105T162333Z
LAST-MODIFIED:20260430T132448Z
UID:10000158-1788865200-1788868800@www.miserwealthpartners.com
SUMMARY:Educational Conversation on Legacy & Long-Term Care
DESCRIPTION:Join Greg Boling for a no-obligation educational discussion focused on Long-Term Care. Nothing will be sold at this event.\n\n\nWhat Is Long-Term Care Insurance and How Can It Protect Your Retirement? \nMost retirees underestimate the financial impact of extended care and overestimate what Medicare will cover. This educational workshop is designed for successful retirees and pre-retirees who want to understand how modern long-term care planning can help protect retirement income\, preserve assets\, and shield a surviving spouse from unexpected financial strain. We will explain what long-term care truly means today\, how care costs can quietly disrupt even well-funded retirement plans\, and why proactive planning preserves choice\, control\, and independence. You will also learn how newer solutions differ from the policies many people distrust and what alternatives may exist for those who do not qualify for traditional long-term care insurance. This is a purely educational presentation. No products will be pitched\, and no obligation is required. If protecting your retirement\, your spouse\, and your legacy matters to you\, this workshop will provide clarity most families never receive until a crisis forces decisions. Advance registration is required. Seating is limited. What You’ll Walk Away With \n\nA clear understanding of what long-term care really is and what Medicare does not cover.\nInsight into how extended care costs can erode retirement income and force asset liquidation.\nPractical knowledge on protecting a healthy spouse from financial disruption.\nAn overview of modern long-term care options and why they differ from older policies.\nAwareness of short-term care alternatives for those who may not medically qualify.\nGreater confidence to make informed decisions before health events limit your choices.
URL:https://www.miserwealthpartners.com/workshop/educational-conversation-on-legacy-long-term-care-4/
LOCATION:Blount County Public Library\, 508 North Cusick Street\, Maryville\, TN\, 37804\, United States
CATEGORIES:Community Workshops,Medicare Seminars
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260908T130000
DTEND;TZID=America/New_York:20260908T140000
DTSTAMP:20260506T165946
CREATED:20260105T162148Z
LAST-MODIFIED:20260501T142335Z
UID:10000159-1788872400-1788876000@www.miserwealthpartners.com
SUMMARY:Educational Conversation on Legacy & Long-Term Care
DESCRIPTION:Join Greg Boling for a no-obligation educational discussion focused on Long-Term Care. Nothing will be sold at this event.\n\n\nWhat Is Long-Term Care Insurance and How Can It Protect Your Retirement? \nMost retirees underestimate the financial impact of extended care and overestimate what Medicare will cover. This educational workshop is designed for successful retirees and pre-retirees who want to understand how modern long-term care planning can help protect retirement income\, preserve assets\, and shield a surviving spouse from unexpected financial strain. We will explain what long-term care truly means today\, how care costs can quietly disrupt even well-funded retirement plans\, and why proactive planning preserves choice\, control\, and independence. You will also learn how newer solutions differ from the policies many people distrust and what alternatives may exist for those who do not qualify for traditional long-term care insurance. This is a purely educational presentation. No products will be pitched\, and no obligation is required. If protecting your retirement\, your spouse\, and your legacy matters to you\, this workshop will provide clarity most families never receive until a crisis forces decisions. Advance registration is required. Seating is limited. What You’ll Walk Away With \n\nA clear understanding of what long-term care really is and what Medicare does not cover.\nInsight into how extended care costs can erode retirement income and force asset liquidation.\nPractical knowledge on protecting a healthy spouse from financial disruption.\nAn overview of modern long-term care options and why they differ from older policies.\nAwareness of short-term care alternatives for those who may not medically qualify.\nGreater confidence to make informed decisions before health events limit your choices.
URL:https://www.miserwealthpartners.com/workshop/educational-conversation-on-legacy-long-term-care-3/
LOCATION:Blount County Public Library\, 508 North Cusick Street\, Maryville\, TN\, 37804\, United States
CATEGORIES:Community Workshops,Medicare Seminars
ATTACH;FMTTYPE=image/jpeg:https://www.miserwealthpartners.com/wp-content/uploads/2026/03/c078d73024d9f859f6eb936bad435d4b-6IGlj5.tmp_.jpg
END:VEVENT
END:VCALENDAR