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 in a Volatile Market

DATE & TIME

Thursday, November 17, 2022 at 6:30 PM

The event will last approximately 2 hours

MEAL DETAILS

Catered Dinner

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

LOCATION

Purdue Student Union - Federal Room
201 S Grant St
West Lafayette, IN 47906

What we'll cover during the workshop:

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 currently serves the financial needs of many members of the Purdue community in Lafayette.

Stock strategies in today’s high-risk environment.
How to prepare your portfolio for a potential global recession.
Learn how new technology allows our firm to proactively manage your group retirement plan assets including the Purdue Fidelity 403b plan.
How to help grow your retirement income every year to stay ahead of inflation.
Why rising interest rates negatively affect bonds.
Alternative income strategies
Discuss why high net worth individuals might consider a Roth conversion to save taxes in retirement.
Retirement Income withdrawal strategies to help reduce taxes in retirement.
How to help reduce future Required Minimum Distribution taxes.
Structured products to deliver upside potential and reduce downside risk.

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

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.

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