Foundations of Investing, Thurs., Oct. 15, 7 pm

Active, Adults, Seniors

Whether you’re just getting started or would like a refresher on investing basics, this educational seminar will provide practical insights to help you make more informed financial decisions.

Thursday, October 15
7 pm



Topics include:

  • The importance of creating an investment strategy based on your goals
  • Understanding risk and determining the right approach for your situation
  • How asset allocation influences investment results
  • The benefits of diversification across stocks, bonds, and other investments
  • The role of exchange traded funds, mutual funds, and professionally managed investments
  • Why long-term investing matters and how emotions can impact investment decisions
  • The effects of inflation and strategies to help keep your purchasing power over time
  • Key factors investors can control to improve their likelihood of long-term success

Attendees will leave with a better understanding of investing fundamentals and practical concepts that can help them build a strong foundation for pursuing their financial goals.

Presenter: Scott McCrea, CFP®, CEPA® is a Financial Advisor with Edward Jones who helps business owners and families align their financial decisions with their long-term goals. Growing up on a Midwestern farm that struggled financially shaped his belief in the importance of thoughtful financial planning. Scott holds an MBA from Michigan State University and takes a personalized approach to helping clients navigate retirement, transitions, estate considerations, and life’s financial changes. 

Please R.S.V.P.