Miser Wealth Partners, LLC

Proud to sponsor today’s Tellico Heat Dragonboater’s Folds of Honor Veterans recognition event today.

Are you making the most of your retirement income, or are costly mistakes quietly working against you?

If your Social Security claiming strategy, Medicare elections, and long-term care plan haven't been reviewed together, you may be leaving money on the table and not even know it. A poorly timed decision in any one of these areas can mean lower lifetime income, higher healthcare costs, and unnecessary pressure on your retirement assets.

Join Derek A. Miser, Financial Advisor, and Greg Boling, CLTC, IRMAA-CP, for a private educational workshop designed for affluent individuals and families ages 50 to 80.

📅 Tuesday, July 21
🕕 6:00 PM to 8:00 PM
📍 Bridgewater Hospitality Collective,
205 Bridgewater Road, Knoxville, TN

Seats are limited. Click here to register: https://loom.ly/s07jWVo

Miser Wealth Partners, LLC 212 Village Square, Loudon, TN 37774
📞 865-281-1616
🌐 www.miserwealthpartners.com

How to Avoid the 3 Costliest Retirement Mistakes Private workshop for affluent individuals 50–80 to identify key retirement risks: Social Security, Medicare/IRMAA costs, and long-term care.

You may have a CPA, an attorney, and an investment advisor. But if they aren't actively working together, you could be losing more than you realize.

Uncoordinated advice can mean unnecessary tax drag, missed Roth conversion windows, avoidable Medicare premium exposure, and wealth transfer opportunities that simply come too late. For many affluent families, the most expensive risk isn't a bad investment; it's advisors who aren't talking to each other.

Join Samuel H. Tutko, EA, Vice President of Advanced Tax Planning at Miser Wealth Partners, for a private educational workshop designed for affluent individuals and families ages 50 to 80.

📅 Tuesday, July 14
🕕 6:00 PM to 8:00 PM
📍 Chesapeake's Seafood Restaurant, 9630 Parkside Drive, Knoxville, TN

Seats are limited. Click here to register: https://loom.ly/jNsvAjA

Miser Wealth Partners, LLC 212 Village Square, Loudon, TN 37774 📞 865-281-1616 🌐 www.miserwealthpartners.com

Estate planning gives you documents. But documents alone may not be enough.

If your wills, trusts, and beneficiary designations haven't been reviewed alongside your current wealth, tax exposure, retirement structure, and long-term care concerns, your plan may have gaps you don't know about.

Join Jeanne B. Miser, Estate Planning Attorney, and Derek A. Miser, Financial Advisor, for a private educational workshop designed for affluent individuals and families ages 50 to 80.

📅 Friday, July 31
🕚 12:00 PM to 2:00 PM
📍 The Yacht Club at Tellico Village
100 Sequoyah Road, Loudon, TN

Seats are limited. Click here to register: https://loom.ly/abj0Eww

Miser Wealth Partners, LLC
212 Village Square, Loudon, TN 37774
📞 865-281-1616
🌐 www.miserwealthpartners.com

Are you making the most of your retirement income, or are costly mistakes quietly working against you?

If your Social Security claiming strategy, Medicare elections, and long-term care plan haven't been reviewed together, you may be leaving money on the table and not even know it. A poorly timed decision in any one of these areas can mean lower lifetime income, higher healthcare costs, and unnecessary pressure on your retirement assets.

Join Derek A. Miser, Financial Advisor, and Greg Boling, CLTC, IRMAA-CP, for a private educational workshop designed for affluent individuals and families ages 50 to 80.

📅 Wednesday, July 22
🕕 6:00 PM to 8:00 PM
📍 Bridgewater Hospitality Collective
205 Bridgewater Road, Knoxville, TN

Seats are limited. Click here to register: https://loom.ly/zzm_QvI

Miser Wealth Partners, LLC
212 Village Square, Loudon, TN 37774
📞 865-281-1616
🌐 www.miserwealthpartners.com

How to Avoid the 3 Costliest Retirement Mistakes Private workshop for affluent individuals 50–80 to identify key retirement risks: Social Security, Medicare/IRMAA costs, and long-term care.

You may have a CPA, an attorney, and an investment advisor. But if they aren't actively working together, you could be losing more than you realize.

Uncoordinated advice can mean unnecessary tax drag, missed Roth conversion windows, avoidable Medicare premium exposure, and wealth transfer opportunities that simply come too late. For many affluent families, the most expensive risk isn't a bad investment; it's advisors who aren't talking to each other.

Join Samuel H. Tutko, EA, Vice President of Advanced Tax Planning at Miser Wealth Partners, for a private educational workshop designed for affluent individuals and families ages 50 to 80.

📅 Wednesday, July 15
🕕 6:00 PM to 8:00 PM
📍 Chesapeake's Seafood Restaurant
9630 Parkside Drive, Knoxville, TN

Seats are limited. Click here to register: https://loom.ly/2lwH_vg

Miser Wealth Partners, LLC
212 Village Square, Loudon, TN 37774
📞 865-281-1616
🌐 www.miserwealthpartners.com

Estate planning gives you documents. But documents alone may not be enough.

If your wills, trusts, and beneficiary designations haven't been reviewed alongside your current wealth, tax exposure, retirement structure, and long-term care concerns, your plan may have gaps you don't know about.

Join Jeanne B. Miser, Estate Planning Attorney, and Derek A. Miser, Financial Advisor, for a private educational workshop designed for affluent individuals and families ages 50 to 80.

📅 Tuesday, July 28
🕚 12:00 PM to 2:00 PM
📍 The Yacht Club at Tellico Village
100 Sequoyah Road, Loudon, TN

Seats are limited. Click here to register: https://loom.ly/8pkIxAA

Miser Wealth Partners, LLC 212 Village Square, Loudon, TN 37774
📞 865-281-1616
🌐 www.miserwealthpartners.com

Are you making the most of your retirement income, or are costly mistakes quietly working against you?

If your Social Security claiming strategy, Medicare elections, and long-term care plan haven't been reviewed together, you may be leaving money on the table and not even know it. A poorly timed decision in any one of these areas can mean lower lifetime income, higher healthcare costs, and unnecessary pressure on your retirement assets.

Join Derek A. Miser, Financial Advisor, and Greg Boling, CLTC, IRMAA-CP, for a private educational workshop designed for affluent individuals and families ages 50 to 80.

📅 Tuesday, July 21
🕕 6:00 PM to 8:00 PM
📍 Bridgewater Hospitality Collective,
205 Bridgewater Road, Knoxville, TN

Seats are limited. Click here to register: https://loom.ly/s07jWVo

Miser Wealth Partners, LLC 212 Village Square, Loudon, TN 37774
📞 865-281-1616
🌐 www.miserwealthpartners.com