Keep More of What You’ve Built: Exclusive Tax Strategy Lunch & Learn

Join Shawn McElmoyl at our Roseville office for a focused 60-minute session on tax-efficient retirement planning.

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.

Event Details:

• 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
  • Address: 3300 Douglas Blvd., Suite 200, Roseville, CA 95661
• Lunch: A catered lunch will be provided.