FREE EVENT
Navigating Retirement in a Volatile Market
SPACE IS LIMITED
Educational Retirement Workshop for the IU Community
Paired with light Hors d’oeuvres
Thursday, June 8th, 2023
at 6:30 PM
Indiana Memorial Union on the Campus of IU
Walnut Room
900 E. Seventh Street
Bloomington, IN 47405
Wellington Advisors invites you to an evening of knowledge sharing around our services exclusively for the IU community.
During the evening you will learn:
Gregory Renn, CFP®
Certified Financial Planner (CFP®) and experienced professor of practice at Indiana University’s Kelley School of Business
This workshop is presented by Paul Bullock, a fiduciary securities veteran, and CEO of Wellington Investment Advisors. Paul has managed retirement assets for over 32 years.
Learn from Gregory Renn, CFP an experienced professor of practice at Indiana University’s Kelley School of Business on how to navigate retirement planning in today’s volatile market with new technologies and advanced planning strategies. Joining him is Paul Bullock, Wellington Investment Advisors CEO and Fiduciary Wealth Manager. He will discuss today’s banking crisis and share insights on future economic risks that may impact your retirement plans.
Now is the time to educate yourself and to think critically about your wealth management plans. We look forward to sharing our expertise with you.
Your information is secure
Register for the June 8, 2023 Event
Seating is limited for this event so please register early.
No products will be sold or promoted during this workshop.
About Wellington Investment Advisors
We’re proud of the business we’ve built. We have a great staff and team of advisors—some of the best in the business—that share the values of doing what’s in the best interest of our clients. We take pride in our work and in going above and beyond for our clients.
We customize every portfolio to help you achieve your specific goals. Whether that’s wealth creation, planning for retirement, or putting someone you love through college, we will help you create a plan that meets your goals. We all have different ideas for how we want to live our lives; if you can envision it, we will do our best to help you achieve it.
This is our vision; can we help you with yours?
contact
Bloomington Office:
121 E 6th St., Suite 2, Bloomington, IN 47408
(812) 333-0874
Michigan Office (advisory business only):
8801 N 32nd St, STE B-1, Richland, MI 49083
Indianapolis Office (by appointment only):
3815 River Crossing Parkway, Indianapolis, IN 46240
(317) 452-8480
Lafayette Office (by appointment only):
300 Main St., Suite 212, Lafayette, IN 47901
(765) 588-1745
Columbus Office (by appointment only):
500 Franklin St., Columbus, IN 47201
(812) 333-0874
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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