--- title: Exclusive Lunch & Learn on Tax Planning | Bulman Wealth Group description: Join us for a tax strategy lunch in Roseville. Discover retirement planning to preserve your wealth from taxes. Register now. --- [Skip to content](https://info.bulmanwealth.com/lunch-and-learn#main-content) ![Bulman Wealth Group](https://info.bulmanwealth.com/hs-fs/hubfs/Bulman%20Wealth%20Group%20Logo.png?width=150&height=83&name=Bulman%20Wealth%20Group%20Logo.png "Bulman Wealth Group") # 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:** - **Dates:** - Tuesday, October 20th - **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.       ### Register Now #### Contact Us Email: [ask@bulmanwealth.com](mailto: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 [![Bulman Wealth Group](https://info.bulmanwealth.com/hs-fs/hubfs/Bulman%20Wealth%20Group%20Logo.png?width=200&height=110&name=Bulman%20Wealth%20Group%20Logo.png "Bulman Wealth Group")](https://bulmanwealth.com/) --- 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 an 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.   Any statements or opinions expressed should in no way be construed or interpreted as a solicitation to sell, or offer to sell, advisory services to any residents of any State other than the States where otherwise legally permitted.  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. Copyright © 2026 Bulman Wealth Group