Navigating Retirement through your Empower 401k
A Private Event Exclusively for IU Health Employees
SPACE IS VERY LIMITED
FREE Educational workshop With DinNer and Wine TastinG
Thursday, February 23rd, 2023
at 6:30 PM
The Bridgewater Club
3535 East 161st Street
Carmel, IN 46033
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:
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
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.
Your information is secure
Register for the February 23, 2023 Workshop
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.
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.
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