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Bulman Wealth’s Summer Series Your Roadmap to Retirement

Chart a Course for Financial Freedom in Your Golden Years

Tired of feeling lost when it comes to retirement planning? You're not alone. But what if you could gain more clarity and confidence to navigate your path to a secure and fulfilling retirement?

Join Bulman Wealth's Summer Series: Your Roadmap to Retirement. This informative series will equip you with the knowledge and potential strategies you need to design your dream retirement.

Event Details: 

  • Dates: July 17th, August 14th, September 10th
  • Time:
    • Registration begins at 8:45 am
    • Sessions begin at 9:00 am
  • Location: Granite Bay Country Club
    • 9600 Golf Club Dr, Granite Bay, CA 95746
  • A continental breakfast is included

Across three insightful sessions, you'll discover:

  • Session 1 - July 17th: Design Your Dream Retirement: Craft a vision for your ideal retirement lifestyle and explore potential strategies that aim to make it a reality. 
  • Session 2 - August 14th: Chart Your Course in Retirement: Learn how to navigate income sources, including Social Security, to better ensure financial stability.
  • Session 3 - September 10th: Protect Your Future: Aim to better safeguard your assets and legacy with essential estate planning guidance from a guest speaker attorney.

Summer Series | Bulman Wealth Group Events

Empower yourself to make informed decisions about your retirement. This summer series is perfect for anyone who wants to:

  • Feel more confident about their retirement future.
  • Develop a clear and actionable plan.
  • Gain valuable insights from financial professionals.
  • Aim to protect their assets and legacy.

Don't miss this opportunity to take control of your retirement journey!

Limited spots are available. Register today!

Register Now