Navigating Retirement in a Volatile Market

SPACE IS EXTREMELY LIMITED

FREE Educational workshop paired with wine tasting and Hors d'oeuvres.

07/14/2022 at 6:30PM

Brick Street Inn
175 South Main Street
Zionsville, IN 46077

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 he and his family are local Zionsville residents.

Effective stock strategies in today’s high-risk environment
How to 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 reduce taxes in retirement.
How to reduce future Required Minimum Distribution taxes.
Structured products to deliver upside potential and reduce downside risk.

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Register for the July 14, 2022 Seminar

Seating is limited for this workshop so please register early.

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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?

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.