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Attend an Event

We’re excited to extend an invitation to you for our upcoming events! At Bulman Wealth Group, we’re committed to building lasting relationships and providing valuable experiences. Whether you’re just getting to know us or exploring new financial strategies, these events are designed to connect us and enrich your financial understanding. We look forward to welcoming you and sharing these memorable occasions!

Upcoming Events

Navigating Your Retirement

Feeling the pressure of rising costs and economic uncertainty on your retirement plans? Our workshop offers insights into these critical areas. Learn potential strategies for creating a reliable retirement income, understand the potential impact of government debt and inflation, and explore approaches to potentially increase earnings while aiming for investment security. Gain valuable knowledge to navigate today’s economic landscape and plan for your future.

CHOOSE DATE:

June 11, 2025
June 18, 2025
June 25, 2025
August 12, 2025

TIME:

Varies based on the date.

LOCATION:

Varies based on the date.

Market Outlook Breakfast

Join us for a valuable opportunity to gain insights into pressing issues. Take advantage of this occasion to network and stay updated on the latest financial developments.

Save the Date!

DATE:

Friday, September 5th

TIME:

9:00 AM

LOCATION:

Serrano Country Club

5005 Serrano Pkwy, El Dorado Hills, CA 95762

Live the life you have always imagined.

You do not have to navigate retirement alone. Let us be your guides through every phase of your financial journey.

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Opinions expressed herein are solely those of Chris Bulman Inc. dba Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Chris Bulman Inc. dba Bulman Wealth Group an SEC Registered Investment Advisor. Insurance products and services offered through Chris Bulman Inc dba BWG Insurance Agency and Ameritas Life Insurance Corp. CA Insurance License #0M46922. Being registered as an investment adviser does not imply a certain level of skill or training.

Bulman Wealth Group, BWG Insurance Agency and Ameritas Life Insurance Corp. are not affiliated with or endorsed by the Social Security Administration or any other government agency.

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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor™ Pros. SmartVestor™ Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor™ Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investment or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor™ Pros and makes no claim or promise of any result or success of retaining a SmartVestor™ Pro. Your use of SmartVestor™, including the decision to retain the services of any SmartVestor™ Pro, is at your sole discretion and risk. Any services rendered by SmartVestor™ Pros you contact are solely that of SmartVestor™ Pro. Bulman Wealth Group (‘BWG’) does not endorse and is not associated with Dave Ramsey or the SmartVestor™ program. Fees are paid to Ramsey Solutions for the ability to use the SmartVestor™ advertising service. BWG does not compensate and is not compensated for client referrals. BWG has entered into an advertising agreement with The Lampo Group, LLC d/b/a Ramsey Solutions™ (“RS” or “SmartVestor™”). BWG pays a flat fee for advertising through RS, both online and locally.

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In no event will any referral or endorsement services provided to BWG include providing investment advisory services to referred clients. The compensation paid by BWG for these services is paid completely by BWG from the management fees earned, which are not increased or passed through to the referred client in any way as a result of a third-party involvement in the introduction.