Enjoy Breakfast And Explore The 2025 Market With Family and Friends!
Event Details
- Date: Friday, January 24, 2025
- Time: 9:00 AM
- Location: Granite Bay Golf Club
- Address: 9600 Golf Club Dr, Granite Bay, CA 95746
- Breakfast Included: Enjoy a delicious breakfast with us!
Highlights of the Event
Join us for a special presentation by Darren Leavitt, Chief Investment Officer of Foundations Investment Advisors, followed by a discussion with our President and Founder, Chris Bulman.
- Navigating the Evolving Economic Landscape: Darren will provide insights into the potential investment and market impact of current economic and geopolitical events, including:
- The potential impact of proposed Trump Administration policies
- Geo-political events such as the Russia-Ukraine conflict, the relationship with China, and Middle East dynamics
- The impact of a growing National Debt on taxes, interest rates, and the equity markets
- The future and investment potential of Artificial Intelligence (AI) and Crypto-currencies
- Adapting to the Dynamic Interest Rate Environment: Learn strategies to optimize your portfolio in a fluctuating interest rate landscape.
- Exploring Innovative Investment Opportunities: Discover cutting-edge investment strategies.
- Bulman Wealth Group Updates: Stay informed on our team's latest advancements and commitment to your financial success.
About Darren Leavitt:
- Darren has over 25 years of experience as an analyst, trader, portfolio manager, and investment strategist.
- He currently serves as Chief Investment Officer and Market Strategist for Foundations Investment Advisors, Phoenix, Arizona, which has over $7 billion in assets and serves over 50,000 clients nationwide.
- Darren holds the Chartered Financial Analyst (CFA) designation, the most advanced portfolio management credential. He received his BA in finance from DePaul University and his MS in financial markets and trading from the Illinois Institute of Technology.
We invite you to the Granite Bay Golf Club for a morning of insightful discussions and networking opportunities. Our team is ready to assist you with any questions or to provide additional information.
