Retirement Income: Charting a Course to Help Your Money Last
No charge. Educational only. Nothing will be sold.
WHERE?
Anchorage Public Library
3600 Denali Street, Anchorage, AK 99503
Beluga Room
(907) 343-2975
Get Directions
SEATING IS LIMITED, SO SIGN UP TODAY!
NO CHARGE TO ATTEND!
There are not currently any dates for an upcoming seminar. Please click here and register to be notified of the next event.
Do these dates not work for you? Click here to give us your details and we'll notify you of our next seminar.
ATTEND THIS SEMINAR AND LEARN:
Understand the impact of taxes in retirement and ways to help avoid having your Social Security taxed
How to invest for protection, income, and growth potential
Learn about financial vehicles that can provide lifetime income
Determine which investments could help build an income-producing portfolio
Potentially protect your income and assets from the unexpected
Prepare for a more comfortable and rewarding retirement lifestyle!
Learn how to access your retirement money without penalties before age 59 1/2
Learn the biggest mistakes that people make when planning for retirement
Why you should attend this seminar:
You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions.
The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on the best methods to withdraw funds from your savings, investments, and retirement plans. You will want to help protect your income and assets from unforeseen events.
Fortunately, there are sound ways to help stretch your retirement income. At this informational workshop you will receive several valuable handouts with information that will be covered during the workshop. Snacks and refreshments will also be provided.
Join us at the ANCHORAGE PUBLIC LIBRARY for an informational seminar covering retirement income strategies on Wednesday, February 5 from 6:30-7:30 PM or Saturday, February 8 from 2:30-3:30 PM.
SEATING IS LIMITED, SO SIGN UP TODAY!
NO CHARGE TO ATTEND!
There are not currently any dates for an upcoming seminar. Please click here and register to be notified of the next event.
Frequently Asked Questions
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 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.
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.