Presentation: Get Your Financial House in Order (Before the New Year)

Get Your Financial House in Order (Before the New Year)
As we close out 2025, join AJ Rathbun of Edward Jones for a practical session on bringing clarity, confidence, and control to your finances. Whether you’re getting started or optimizing what you already have, this talk will help you organize, plan, and set goals you can actually hit.

What we’ll cover

• Simple steps to organize your accounts, documents, and deadlines
• How organization supports better financial wellness and day-to-day control
• Building a realistic budget for 2026 and anticipating key milestones
• Setting effective goals—and a plan to stick to them

📅 Date: Wednesday, December 10
⏰ Time: 9:00–10:00 AM
📍 Location: 941 E Main St, Bridgewater, NJ

This is a great session for small business owners who want a clean, confident reset for the year ahead.

Bring your questions (and your coffee). Leave with an action list you can use right away. RSVP to save your seat!