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:
Adam Donlevie is a Financial Advisor at Tremblay Financial Services. As a CFP professional, Adam has met rigorous education, training and ethical standards. He has 15 years of experience as a Financial Advisor. Adam holds FINRA Series 7, 66 registrations, insurance licenses and has obtained CFP certification. 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 of FINRA and SIPC, and Tremblay Financial Services are not affiliated.
