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.
Attend an Event
Join Us At Our Next In-Person or Online Event
Tuesdays, May 21 & May 28 2024
Modern Retirement Planning Workshop (2 Session Event)
For questions call 805-403-6905
Event Details:
Modern Retirement PlanningTM is a course designed to help individuals comprehend the principles for successful retirement. A primary objective will be to become familiar with the concepts and terminology that are so frustrating to understand and follow.
You’ll learn how to set goals, build a nest egg, plan the transition of your assets, take advantage of opportunities, shield yourself from risk and more, all for the low cost of $59!
Time: 6:00pm – 8:30pm
Location:
Santa Barbara City College West Campus Center
Room 105
721 Cliff Drive
Santa Barbara, CA 93109
Register Now!
Thursdays, May 23 & May 30 2024
Modern Retirement Planning Workshop (2 Session Event)
For questions call 805-403-6905
Event Details:
Modern Retirement PlanningTM is a course designed to help individuals comprehend the principles for successful retirement. A primary objective will be to become familiar with the concepts and terminology that are so frustrating to understand and follow.
You’ll learn how to set goals, build a nest egg, plan the transition of your assets, take advantage of opportunities, shield yourself from risk and more, all for the low cost of $59!
Time: 6:00pm – 8:30pm
Location:
Santa Barbara City College West Campus Center
Room 105
721 Cliff Drive
Santa Barbara, CA 93109
Register Now!
Saturday, May 25 2024
Modern Retirement Planning Workshop (1 Session Event)
For questions call 805-403-6905
Event Details:
Modern Retirement PlanningTM is a course designed to help individuals comprehend the principles for successful retirement. A primary objective will be to become familiar with the concepts and terminology that are so frustrating to understand and follow.
You’ll learn how to set goals, build a nest egg, plan the transition of your assets, take advantage of opportunities, shield yourself from risk and more, all for the low cost of $59!
Time: 10:00am – 3:00pm
Location:
Santa Barbara City College West Campus Center
Room 105
721 Cliff Drive
Santa Barbara, CA 93109
Register Now!
Saturday, June 01 2024
Modern Retirement Planning Workshop (1 Session Event)
For questions call 805-403-6905
Event Details:
Modern Retirement PlanningTM is a course designed to help individuals comprehend the principles for successful retirement. A primary objective will be to become familiar with the concepts and terminology that are so frustrating to understand and follow.
You’ll learn how to set goals, build a nest egg, plan the transition of your assets, take advantage of opportunities, shield yourself from risk and more, all for the low cost of $59!
Time: 10:00am – 3:00pm
Location:
Santa Barbara City College West Campus Center
Room 105
721 Cliff Drive
Santa Barbara, CA 93109
Register Now!
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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