Foundations of Investing

Comm Ed / Career & Finance -

Community Education - F/W 26-27

Foundations of Investing is an educational program for people who are either new to investing or need a refresher. Participants will learn:

The importance of developing a strategy
The impact of asset allocation
The influence of inflation on your long-term goals

Edward Jones does not charge a fee. No products will be sold. The fee for this class supports Community Education's operations.

Rich Morgan

Rich is a Wisconsin native who grew up in Eau Claire and now lives in Hudson. He holds a business degree from the University of Wisconsin–Eau Claire and brings more than 30 years of experience as an entrepreneur, business owner, and manager, along with professional training as a Financial Advisor.

Rich works with individuals, families, and business owners as they plan for important life milestones such as retirement, college funding, selling a business, and creating a lasting legacy. His approach is focused on understanding each client’s goals and providing personalized strategies and trusted guidance to support confident, long-term decision-making.

November 2026