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​

Lunch & Learn: Tax Strategies

Tax planning shouldn’t just happen in April. For high-net-worth families, the most impactful tax moves are made months, or even years, in advance. Join us for a catered lunch and a deep dive into strategies designed to preserve your hard-earned assets from unnecessary taxation.

  • Date: Tuesday, June 23rd
  • Time: 11:45 AM – 1:00 PM
    • Check-in begins at 11:45 AM
    • Presentation begins at 12:00 PM
  • Location: Bulman Wealth Group
    • 3300 Douglas Blvd., Suite 200, Roseville, CA 95661
  • Lunch: A catered lunch will be provided.
Register

Save the Date: Lunch & Learn

We’re already prepping a fresh lineup of essential topics for our upcoming Lunch & Learn sessions, designed to give you actionable insights over your noon hour. Dates and registration will officially open just as soon as our current event wraps up. Space for these exclusive sessions is strictly limited to keep the conversation impactful, so keep a close eye on your inbox to claim your seat!

  • Date: Wednesday, August 26th
  • Time: 11:45 AM – 1:00 PM
    • Check-in begins at 11:45 AM
    • Presentation begins at 12:00 PM
  • Location: Bulman Wealth Group
    • 3300 Douglas Blvd., Suite 200, Roseville, CA 95661
  • Lunch: A catered lunch will be provided.

Save the Date: Lunch & Learn

We’re already prepping a fresh lineup of essential topics for our upcoming Lunch & Learn sessions, designed to give you actionable insights over your noon hour. Dates and registration will officially open just as soon as our current event wraps up. Space for these exclusive sessions is strictly limited to keep the conversation impactful, so keep a close eye on your inbox to claim your seat!

  • Date: Wednesday, September 23rd
  • Time: 11:45 AM – 1:00 PM
    • Check-in begins at 11:45 AM
    • Presentation begins at 12:00 PM
  • Location: Bulman Wealth Group
    • 3300 Douglas Blvd., Suite 200, Roseville, CA 95661
  • Lunch: A catered lunch will be provided.

Save the Date: Lunch & Learn

We’re already prepping a fresh lineup of essential topics for our upcoming Lunch & Learn sessions, designed to give you actionable insights over your noon hour. Dates and registration will officially open just as soon as our current event wraps up. Space for these exclusive sessions is strictly limited to keep the conversation impactful, so keep a close eye on your inbox to claim your seat!

  • Date: Wednesday, October 14th
  • Time: 11:45 AM – 1:00 PM
    • Check-in begins at 11:45 AM
    • Presentation begins at 12:00 PM
  • Location: Bulman Wealth Group
    • 3300 Douglas Blvd., Suite 200, Roseville, CA 95661
  • Lunch: A catered lunch will be provided.

Save the Date: Lunch & Learn

We’re already prepping a fresh lineup of essential topics for our upcoming Lunch & Learn sessions, designed to give you actionable insights over your noon hour. Dates and registration will officially open just as soon as our current event wraps up. Space for these exclusive sessions is strictly limited to keep the conversation impactful, so keep a close eye on your inbox to claim your seat!

  • Date: Wednesday, December 9th
  • Time: 11:45 AM – 1:00 PM
    • Check-in begins at 11:45 AM
    • Presentation begins at 12:00 PM
  • Location: Bulman Wealth Group
    • 3300 Douglas Blvd., Suite 200, Roseville, CA 95661
  • Lunch: A catered lunch will be provided.

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.

Let us start a conversation

Contact Us

Email: ask@bulmanwealth.com

Northern California Office
3300 Douglas Blvd.
Suite 200
Roseville, CA 95661
Phone: 916-458-8199

Southern California Office
1 Better World Circle
Suite 230
Temecula, CA 92590
Phone: 951-699-1502
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Disclosures

Bulman Wealth Group has additional locations that can be scheduled by appointment only in Redwood City, Mountain View, Pleasanton, Concord/Walnut Creek, San Rafael, Napa and Elk Grove.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.

Opinions expressed herein are solely those of 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 Bulman Wealth Group an SEC Registered Investment Advisor. Insurance products and services offered through BWG Insurance Agency. CA Insurance License #0M46922. Being registered as an investment adviser does not imply a certain level of skill or training.

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

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

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.

Chris Bulman and Scott Vlahon (“pros”) as Pros are licensed to use certain approved SmartVestor™ marks in business advertising. This advertising service may result in the introduction to or acquisition of clients. RS does not warrant any services of BWG or any SmartVestor™ Pro and makes no claim or promise of any result or success by retaining BWG. Use of SmartVestor™, including the decision to retain the services of BWG, is at the investor’s sole discretion and risk.

BWG receives client referrals from the SmartAsset Advisors, LLC (“SmartAsset”) lead generation platform. SmartAsset is an SEC registered investment advisor independent of and unaffiliated with BWG. BWG compensates SmartAsset for matched leads on a per lead basis. The fee ranges from $100.00 to $645.00 per matched lead based on the prospective client’s asset value and is paid completely by BWG from the management fees earned and are not increased or passed through to the referred client in any way. SmartAsset is not an investment client of BWG. SmartAsset has an economic incentive to recommend BWG, thereby resulting in a material conflict of interest.

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.
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