Spring 2026 OLLI Digital Catalog

FOUNDATIONS OF INVESTING (S308)

S – Economics, Finance, Political Science, Law

This is a hybrid course. One section meets on site at the location listed; and one section meets online only.

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, and the influence of inflation on your long-term goals. We cover the basic features of bonds, stocks and mutual funds, and the importance of asset allocation.

Week 1 Subject: Foundations of Investing
Week 2 Subject: Healthcare and Your Retirement
Week 3 Subject: Retirement: Making Your Money Last
Week 4 Subject: Social Security
Week 5 Subject: Creating your Estate Plan

This offering meets for a total of 5 session(s).

INSTRUCTORS: Kevin Thompson, Lance Rogers

THOMPSON, KEVIN — I’ve been helping individuals and families plan for their financial futures since 2020. As a Chartered Financial Consultant® (ChFC®), I specialize in creating personalized strategies to help clients achieve their long-term goals, whether that’s retirement planning, education funding, or building wealth. I’m committed to providing tailored advice and building lasting relationships based on trust and understanding, while staying actively involved in and dedicated to the community I serve.

ROGERS, LANCE — As a member of the Edward Jones family for over twenty years, ten as an employee, I have experienced firsthand the value of a long-term financial strategy. That experience has helped me discover my purpose in helping people live the best life possible with the money that they have.

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