Free Local Seminar and dinner
Are You Missing Opportunities in Today's Market?
Thursday, October 19th at 6:30 PM
Bay Horse Inn, Greenwood, IN
Your Registration is Confirmed
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:
Are You Missing Opportunities in Today's Market?
Time and Location:
Thursday, October 19th at 6:30 PM
The Barn at Bay Horse Inn
1468 West Stones Crossing Rd.
Greenwood, Indiana 46143
Details:
A full dinner will be provided free of charge
Free parking is available on site
Bay Horse Inn at 1468 W Stones Crossing Rd. Greenwood, IN
Join the Wellington team at this exclusive event with dinner designed for Affluent and High-Net-Worth Investors and learn relevant and actionable items you can implement in today’s market including:
Meet the Presenters
Paul Bullock
A fiduciary securities veteran, and CEO of Wellington Investment Advisors. Paul has managed retirement assets for over 32 years and specializes in working with affluent families in greater Indianapolis.
Gregory Renn, CFP®
Certified Financial Planner (CFP®) and experienced professor of practice at Indiana University’s Kelley School of Business.
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
Columbus Office (by appointment only):
500 Franklin St., Columbus, IN 47201
(812) 333-0874
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