We’re excited to invite you to a special resident seminar featuring Edward Jones—and trust us, you won’t want to miss this one! ✨ Whether you're a seasoned investor or just getting started, this session is packed with useful tips to help you finish 2025 strong and step confidently into the new year. 💪📅

📊 2025 Year-End Checklist for Your Financial Strategy

In this month’s Edward Jones Perspective seminar, we’ll walk through a practical and easy-to-follow year-end financial checklist designed to keep your money plans on track. ✔️💼

But that’s not all! We’re also diving into some powerful topics, including:

💡 Asset Titling – Don’t let your estate plan unravel!

🚑 Avoid These 5 Costly Health Care Mistakes – Protect both your health AND your wallet.

💰 The Benefits of Contributing Early to Your IRA – Future you will say “thank you!”

🎉 Why You Should Come

Because learning about money doesn’t have to be boring! Expect a friendly, relaxed atmosphere, helpful guidance, and plenty of “aha!” moments. 🙌💡

📅 Event Details

📍 Location: The Clubhouse

🕒 Date & Time: December 17th @ 12:00 pm

🍪 Perks: Good company, great info… maybe even snacks 😉

We hope to see you there! Bring your questions, your curiosity, and maybe a friend or two. Let’s make your 2025 financial goals a reality—together! 🌟💸

Feel free to RSVP by replying to this email.