This educational workshop explores the dynamics of market volatility and its effects on investment portfolios throughout different life stages.

Key topics include:

• Drivers of Volatility: Inflation, tariffs, interest rates, and geopolitical events.
• Life Stage Considerations: Contrasting risk tolerance and investment priorities between the wealth accumulation and retirement phases.
• Protection Strategies: Emphasis on diversification, asset allocation, regular rebalancing, and the use of options and other hedging tools.
• Guidance & Discipline: Encourages maintaining a disciplined approach during volatile periods and consulting financial professionals for strategic portfolio adjustments.

Event Details: 

• Date: Thursday, May 8th
• Time:
  • 6:00 PM
• Location:
  • Bulman Wealth Group Community Room
    • 3400 Douglas Blvd., Suite 150, Roseville, CA 95661

Limited spots are available. Reserve Your Spot Today!