Wellington Investment Advisors is a separate entity and not affiliated with or endorsed by IU Health

Thank you for your registration

You will receive a confirmation email shortly, followed by a call from our team to verify your information. If you have any questions feel free to call us directly at (317) 452-8480

Event Details:

Navigating Retirement through your Empower 401k
A Private Event Exclusively for IU Health Employees

DATE & TIME

Thursday, May 11, 2023 at 6:30 PM

The event will last approximately 2 hours

MEAL DETAILS

Catered Dinner and Wine Tasting

A full meal will be provided free of charge for attendees of the workshop.

LOCATION

Lafayette Country Club
1500 S 9th Street
Lafayette, IN 47905

Wellington Advisors invites you to an evening of dinner and knowledge sharing around our services exclusively for IU Health employees.

During the evening you will learn:

Paul-Bullock-financial-advisors-Wellington-Investment-Advisors-Bloomington-IN

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 and he and his family are local Zionsville residents.

Gregory Renn, CFP®
Certified Financial Planner (CFP®) and experienced professor of practice at Indiana University’s Kelley School of Business

Meet a local fiduciary wealth management firm that can help you better optimize your retirement savings through Empower and the IU Health 401k plan.
Discover how our advanced planning software can help you analyze your current financial situation and stay on target to meet your retirement goals during volatile market conditions.
Discuss strategies for selecting securities in your 401k plan through Charles Schwab.
Learn why individual bonds in your 401k plan may be appropriate in a rising rate environment.
Hear about advanced financial planning and 401k management services available from financial professional and Kelley School of Business IU faculty member Gregory Renn, CFP®.
Learn how structured products can work in your IU Health 401k plan to deliver upside and potentially reduce downside risk.
Gain valuable knowledge regarding asset allocation strategies for your 401k retirement plan.

We hope you will take time to learn more about our firm, think critically about your wealth management plans, and enjoy dinner with your peers.

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?

Useful links

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

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.

Advisory products and services offered by Investment Advisory Representatives through Wellington Investment Advisors, a SEC Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC. Private Client Services is not affiliated with Wellington Investment Advisors (or affiliated companies). This website is solely for informational purposes. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wellington Investment Advisors unless a client service agreement is in place with you.

This site is published for residents of the United States Only. Financial Advisors of Wellington Investment Advisors/ Private Client Services may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all products and/or services referenced on this site may be available in every state and offered by every Financial Advisor. For additional information please contact your Financial Advisor.

Insurance-related services may not be provided to individuals residing in any states other than (IN, MI, TN, AL, OR, MA, SC, AZ, TX).

Our advisors are registered with FINRA. You can find out more information about us and Private Client Services by going to Brokercheck.