Reducing Risk within Your Investments in 2024

Reducing Risk within Your Investments in 2024

Take your wealth management skills to a new level after attending this insightful event.

By Miser Wealth Partners LLC.

Date and time

Wednesday, May 15 · 11am - 12pm EDT

Location

Chota Rec Center Room B

145 Awohili Dr Loudon, TN 37774

About this event

  • 1 hour

Take your wealth management skills to a new level after attending this insightful event. Derek will introduce new techniques to reduce risk within your portfolio as you head into an election year. He will demonstrate combining FDIC insurance and equity investments like Nvidia, Microsoft, Amazon, and Tesla. Derek will demonstrate the three market segments that should endure in 2024. He will show you how to hedge concentrated and overgrown investments properly you thought you would never sell because of capital gain tax risk. This is an essential educational event you must attend if you are serious about your investments. Be sure to reserve your seats and invite your friends and neighbors so that they, too, can improve their outlook and investment prowess in the coming quarters.

Frequently asked questions

Is there a cost to attend?

No

Will I be pitched or sold anything?

No. Our events are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Do I need to bring anything?

No. You will be provided with pen and paper to take notes.

Tags

Organized by

Miser Wealth Partners LLC.

Tax policies and the strategies to mitigate these Acts are constantly evolving. Miser Wealth Partners prides itself on delivering premium advice on how to optimize your wealth and its transfers to your beneficiaries. All of our workshops are free and there are no products discussed or presented during these events. Call (865) 281-1616 today to reserve your seats to an upcoming live or online event.