Managing your portfolio in a volatile world

WINE & WEALTH

 Thursday, December 7th at 6:30 PM 

 Wine Vault, 100 North Union, Westfield, Indiana 

Join us for an evening of fine wine and conversation

Limited to only 10 Couples

Critical questions that every affluent family either retired or planning to retire in the next five years must consider:

- How will my portfolio be impacted by a global recession? -

- What big opportunity is presented to investors in today’s bond markets? -

- How will I maintain my lifestyle if inflation stays elevated? -

This form is currently undergoing maintenance. Please try again later.

Paul and Katrina Bullock of Wellington Investment Advisors

With two major international conflicts raging, a contentious 2024 US election season brewing, and a rapidly slowing global economy now is the time to reassess your financial plan. The decisions you make today will be crucial to the future path of your retirement.

Join Paul and Katrina Bullock of Wellington Investment Advisors for an evening of fine wine and candid dialogue. Learn how your family can prepare for What’s Next. Our fiduciary wealth management team has over 40 years of combined experience helping affluent families navigate the challenges and complexities of wealth.

Our exclusive event is for Affluent and High-Net-Worth families in Greater Indy that have saved over $1 million in retirement assets. To foster an intimate and candid dialogue seating is limited to only 10 couples. Please register today to avoid being placed on our waiting list.

Attend and Learn

Learn smart bond strategies

Get tips on portfolio sector weighting

Get insights on smart asset allocation

How can you prepare your portfolio for a future recession and market downturn?

Learn the latest academic research on optimal financial decision making.

How to optimize your financial plan to reduce your tax burden?

How to prepare your portfolio for higher inflation, for longer.

Should you invest in mutual funds, ETFs, or individual securities?

Thursday, December 7th at 6:30 PM

Wine Vault, 100 North Union, Westfield, IN 

This form is currently undergoing maintenance. Please try again later.

Wine Vault, Westfield, IN

Wine Vault's mission is to become the primary resource in Central Indiana for wine education and experience. We understand that education and experience is critical in expanding your knowledge and ability to enjoy “wine from the best wine regions in the world

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?

 Register