The Power of Budgeting for Entrepreneurs

In-person and Virtual Options | Free Registration | No membership required

Registration Opens August 15

This interactive session focuses on building and maintaining a budget, distinguishing between business wants and needs, and setting practical goals for personal spending, saving, and debt management.

Who It's For

• Small business owners looking to strengthen their personal finances
• Entrepreneurs seeking better control of spending and cash flow
• Business owners working to reduce personal debt
• Individuals looking to create a realistic savings plan
• Entrepreneurs who want to align personal financial habits with their business goals

Why Attend?

A strong business starts with a strong financial foundation. This session will help business owners develop practical budgeting skills, make informed financial decisions, and create a plan for managing spending, saving, and debt. Through interactive discussions and exercises, participants will gain tools they can begin using immediately.

Benefits for Small Business Owners

• Learn how to create and maintain a realistic budget.
• Better understand the difference between financial wants and needs.
• Develop strategies for managing personal spending.
• Explore practical approaches to saving and reducing debt.
• Build habits that support both personal and business financial stability.

What You'll Get Out of It

• A framework for building and managing a personal budget.
• Tools to evaluate spending decisions more effectively.
• Practical goal-setting techniques for saving and debt management.
• Greater confidence in managing personal finances.
• Actionable steps to improve your overall financial well-being.

Expert Presenters

Joel Barnett is a Financial Advisor with Edward Jones in Atlanta, where he helps individuals, families, and business owners build personalized strategies around retirement planning, wealth accumulation, college savings, and long-term financial security. His focus areas include retirement savings strategies, business retirement plans, and wealth strategies.

James Herndon began investing with Edward Jones as a client in 2008 and joined the Edward Jones family in 2019. He earned the CERTIFIED FINANCIAL PLANNER® certification in April 2024.

He taught at Emory University for 12 years. The growing demands of fatherhood prompted him to explore opportunities outside of academia, and he now loves helping clients pursue their financial goals.

This program is made possible with support from LISC. Thank you! 

COMPLIMENTARY ADMISSION

This session will be available both as a live, in-person event and virtually.

You have the option to join us physically in the training room (note that seats are limited) or to attend online. Indicate your preferred mode of attendance during registration.

Virtual attendees will receive a link before the program begins.

For more information, please get in touch with Greg Goebel at the Gwinnett Entrepreneur Center via email at GEC@GwinnettCounty.com.

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