ABOUT OUR SEMINAR SERIES

FAQ

No charge. Educational only. Nothing will be sold.

About Baobab Wealth Management Seminar Series

What is the Baobab Wealth Management (Seminar Series)?

The Baobab Wealth Management Seminar Series is an educational workshop series for those nearing retirement. Baobab Wealth Management seminar series provides educational seminars, where nothing is sold, across the United States as well as overseas.

How much does the seminar cost?

There is no charge to attend our educational seminar.

Is Baobab Wealth Management Seminar Series affiliated with the Social Security Administration or any other government entities?

No, we are not affiliated with the Social Security Administration or any other government entities.

Who are the presenters at the seminars?

The presenter at this educational workshop will be Jimmy Miller, CRPC.  Jimmy is a Chartered Retirement Planning Counselor and the founder of Baobab Wealth Management Seminar Series.  Connect with Jimmy here.

What does the presenter get out of this?

Our seminars are focused around community education. While the presenter is given a chance to educate their community, often they find there are locals who are nearing retirement who may need help with their retirement planning in one way or another. If you are interested in working directly with the professional presenting, there will be an opportunity to sign up for a no cost, no obligation meeting to discuss your personal financial situation or ask specific questions.

Is there a "sales' pitch?

No, our seminars are strictly educational. One of the most frequent comments we hear from past seminar attendees is how nice it is to go to a class and receive valuable information without being ‘sold’ something. While the presenter may hand out their business cards or brochures for services they offer, there is no obligation to engage with any Baobab Wealth Management speaker regarding their services during or after the seminar.

What will I learn at this seminar?

This seminar compares and contrasts the old retirement paradigms of the past and the new paradigms of today as you retire in the 21st century. You’ll discover how to insulate yourself from the risk of rising taxes, protect your Social Security from taxation and avoid common pitfalls as you distribute your assets in retirement.

What if I sign up but can't attend?

We always appreciate it if you are able to give us a call at (907) 317-8454 to let us know that you will be unable to attend or email us at J.Miller@BaobabWealth.com.  Space is limited at these workshops and often there is a waiting list, so your RSVP cancellation may allow someone else to attend the workshop.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Baobab Wealth Management Seminar Series nor the Financial Advisor presenting this seminar is affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Financial advisors do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Baobab Wealth Management is an independent, client-centered financial advisory firm providing comprehensive financial planning services to individuals and families.

Securities offered through Intervest International Equities Corporation, Member FINRA/SIPC

Advisory Services offered through Intervest International, Inc. an SEC Registered Investment Advisor

Intervest International Equities Corporation (IIEC) is registered to conduct securities business in all fifty states and the District of Columbia.

Intervest is licensed to sell insurance in all fifty states and the District of Columbia.

Intervest International, Inc. (III), Registered Investment Advisor, is registered with the SEC and has filed to do business in the District of Columbia and in all 50 states.

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