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: The Bond Conundrum

Join us for a complimentary, catered Lunch & Learn: The Bond Conundrum, a jargon-free workshop. We’ll demystify how bonds work, examine their safety in today’s changing interest-rate environment, and help you determine the right allocation for your specific stage of life.

  • Date: Wednesday, August 12th
  • 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.

Registration closed. Check back for the next dates, opening soon.

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: 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.
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!

  • Dates:
    • Topic – The Bond Conundrum:
      • Wednesday, September 16th
      • Tuesday, October 20th
    • Topic – Taxes:
      • Wednesday, September 23rd
      • Wednesday, October 14th
      • Tuesday, November 10th
      • 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.
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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.

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