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
Join Us For A Complimentary Presentation!
Increase Your Lifetime Tax-Free Wealth Up To 97%
The New Roth Blueprint Converts Your IRA with No Out-of-Pocket Costs
In this workshop, you will learn:
- What the extended tax cuts mean for your IRA – and why conversion is priority #1
- The 6 hidden negatives inside every IRA – and the single move that removes them all at once
- How RMDs can explode your tax rate and even push you as high as 39.6% for 2026
- A “double compounding” cost that could quietly drain over $500k from your future retirement
- How to block the IRMAA tax from hijacking your Social Security checks – legally and permanently
- How to convert the smart way – without reducing your account or jumping tax brackets
Featured Speakers
Michael Morando & Tim Sweeney
Tuesday, April 28 2026
Madonna Inn | 6:30pm PST
100 Madonna Rd San Luis Obispo, CA 93405
Wednesday, April 29 2026
Madonna Inn | 11:30am PST
100 Madonna Rd San Luis Obispo, CA 93405
Wednesday, April 29 2026
Madonna Inn | 06:30am PST
100 Madonna Rd San Luis Obispo, CA 93405
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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