The five-hour course will be taught in two, two and a half-hour sessions by local financial professionals. These qualified instructors bring years of experience and real-life stories to the classroom helping illustrate difficult financial concepts and strategies. If you have personal concerns or questions about your situation, you may arrange to meet privately with the instructor. This opportunity is offered at no additional charge to students and guests of students. This session is optional and is meant to provide attendees with additional value although it is not require to complete the course.
Meet your instructors:
Michael Morando is an educator at heart and helps people make informed decisions about their financial lives. He has taught financial planning classes for over 9 years. Michael holds a Series 7 and 66 securities registration along with California Insurance in both Life/Health and Property & Casualty. He stays current on continuing education requirements and consistently maintains follow up presentations on changes in the market. Tim Sweeney is a Registered Principal with Centaurus Financial. He has been a Financial Advisor serving the Central Coast for over 25 years. Tim holds FINRA 7, 63, 24, 65 registrations and insurance licenses. Securities and Advisory Services offered through Centaurus Financial, Inc., Member FINRA and SIPC, A Registered Investment Advisor. Centaurus Financial, Inc. and Tremblay Financial Services are not affiliated.
