Tremblay Financial Services is passionate about educating our clients and community. We routinely host educational workshops, seminars and webinars that offer solutions to our clients’ most common problems. From retirement to Social Security, life insurance to college savings, we want you to feel confident about your financial possibilities.
Events in Santa Barbara: Join Us At Our Next In-Person or Online Event
Monday, March 9 2026 | Wednesday, March 11 2026
Join Us For Dinner – Navigating Your Nest Egg In A Volatile Market
Discover Strategies With A Goal Towards Protecting Your Money!
The 2026 year is set to bring BIG changes to retirement in America. New legislation affecting retirement accounts, proposed tax law changes, and potential market volatility make planning ahead more important than ever.
Important Education Topics we’ll discuss:
- New Laws – How will the tax laws affect you.
- Tax Reduction – Create a strategy to minimize income losses.
- Don’t Outlive Your Money – Understand how to implement a financial strategy that provides retirement income – without the risk of out living it.
- Risk Tolerance – Discover new financial instruments that minimizes the downside of market exposure.
- Legacy Planning – Learn strategies to ensure your beneficiaries will receive exactly what you intended.
- Healthcare – Prepare for the future by learning about long-term care and healthcare options.
Time: 6:30pm
Location:
Glen Annie Golf Club – The Estate Room
405 Glen Annie Rd.
Goleta, CA 93117
Become a Financial Advisor
As a financial advisor you have an opportunity to prosper and leave a lasting and positive impact on the lives of those you advise. Our advisors are fully licensed with the Series 7, Series 66, as well as an insurance license in one or more States. Tremblay Financial gives you the tools to grow your business and acquire more licenses along the way.
Watch Past Webinars
Some of the live webinars we’ve presented in the past which may still be relevant to you today. We want you to have as much information as possible about financial matters so that you can make informed decisions about your own finances. Don’t hesitate to reach out to us if you have any questions!
Attend an Event
We routinely host educational workshops, seminars and webinars that offer solutions to our clients’ most common problems. We’d love for you to join us.
Watch Our Webinars
We took some of the most important financial and retirement topics and created webinars to help explain them. Watch our past webinars here.
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