Capitalizing on Growth
Is Your Portfolio Primed for Future Gains?
Thursday, August 17th at 6:30 PM
Woodstock Club, Indianapolis
Dinner is included
Wellington invites you to an evening of knowledge and exceptional food.
Don't miss this exclusive event hosted by two leading financial professionals in greater Indianapolis.
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Seating is limited so please register early.
Register for the Event
Thursday, August 17th at 6:30 PM
Woodstock Club, Indianapolis
Learn from Gregory Renn, CFP an experienced professor of practice at Indiana University’s Kelley School of Business on how to prime your portfolio for the next market rise with new technologies and advanced planning strategies.
Joining him is Paul Bullock, Wellington's CEO and Fiduciary Wealth Manager. He will discuss today’s economic climate and opportunities to enhance your retirement portfolio.
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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