Continuing Education

Foundations of Investing

Course Detail

Foundations of Investing image

Whether you are new to investing or need a refresher, this class will help you learn about the importance of developing a strategy, the impact of asset allocation and the influence of inflation on your long term goals. In four weeks, you will gain information about the foundations of investing; mutual funds; basics of investing in stocks; and the outlook and opportunity for the future.

This is an online class

Instructor: Kyle D. Lukowitz, Financial Advisor with Edward Jones.  Kyle has been with Edward Jones since 2013 and is a 2002 graduate of St. Norbert College with a bachelor’s degree in business administration.  He is active in business and civic affairs in the Fox Valley.

NOTE: Resource Materials provided by the instructor can be shared with a second participant attending from the same household, at no extra cost.  Please provide the name of the second person when registering.