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REJOYCE SEMINARS

NEXT EVENTS


July 18
Tuesday @ 6:00pm
Ocean Prime
8555 N River Rd
Indianapolis, IN 46240

July 20
Thursday @ 6:00pm
Mo’s Steakhouse
15 East Maryland Street
Indianapolis, IN 46204

July 25
Tuesday @ 6:00pm
Stone Creek Dining Company
911 N State Rd 135
Greenwood, IN 46142

July 27
Thursday @ 6:00pm
Carnegie’s
100 W North St
Greenfield, IN 46140

EXPERIENCE YOU CAN TRUST

ReJoyce Financial understands that not everyone’s financial goals are the same. Allow us to learn more about your families current and future financial goals.

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Portfolio Analysis

This analysis will include a comprehensive review of your fixed investments, stocks, bonds, and mutual funds. It will also introduce the “know your investment” model.

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Pension Maximization

This will identify and analyze pension income. If no pension option has been selected yet, it will consider all options and help in determining the most viable selection based upon individual circumstance.

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Asset Allocation Review

A very basic approach to financial planning involves a review of allocation based upon 5 major components: Age, Income, Net Worth, Risk tolerance, and Time Horizon. This is used as a starting point to the planning process.

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