Join Bulman Wealth Group for an exclusive complimentary workshop designed to help you navigate the complexities of tax planning. Our experienced financial advisors will share valuable insights on:

• Converting Traditional IRAs/401(k)s to Roth IRAs: Discover how to potentially unlock tax-free growth and income in retirement.
• Minimizing Taxes on Dividends and Interest: Learn strategies to reduce your tax burden on investment income.
• Optimizing Withdrawal Strategies: Understand how the order in which you withdraw funds from your accounts can significantly impact your overall tax liability.
• And more.

Event Details: 

• Choose Your Date:
  • Tuesday, March 4th
  • Thursday, March 20th 
  • Tuesday, April 1st 

• 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!