No charge. Educational only. Nothing will be sold.
“To provide superior and accessible resources through workshops that educate those nearing retirement by helping them maneuver through the hundreds of options they will soon face.”
Baobab Wealth Management Seminar Series is not affiliated with the Social Security Administration or any government entities.
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.