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Upcoming and Past Events

Whether it’s keeping up with trends or discussing some other topic, Cortburg Retirement Advisors is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

September 21, 2021

6:00p - 8:00p


Investing in Your Future

Defining your investment goals is a critical step to take before preparing your investment plan and  strategy. Join this free seminar to learn more about the investing options and strategies that will help you financially prepare for your future.

April 7, 2021

1:00p - 2:00p

Online LIVE Webinar


Ensure that your image and brand management is congruent with your professional, personal, social roles and goals—with what you set to accomplish in your career. Learn how to leverage your image as a tool to become promotable, investable and relatable in business and beyond.

March 12, 2021

6:00p - 8:00p



Paint and Sip From a Distance Who said staying at home was boring?! Not only can you paint a masterpiece, but do it while meeting new friends. Cortburg Retirement Advisors invites you to "Paint & Sip From a Distance". A fully virtual, Zoom based painting experience, where hosts and paint instructors guide you through an amazing painting session. Add your own colors and flair, make it your own. More importantly, have fun doing it.

February 23, 2021

10:00a - 10:30a

Online LIVE Presentation


Join our State of the Markets presentation for a comprehensive review of market activity in 2020 and a look at what may happen in 2021. As always, your friends and family are welcome to attend. Reserve your VIRTUAL seats today at

February 11, 2021

6:00p - 7:00p



Social distancing has put quite a damper on social life and wine tasting activities, but it cannot stop us from drinking wine together. We continue to press forward, finding new ways to connect over a glass of wine.  For this virtual wine experience, Cortburg Retirement Advisors have partnered with OneHope Wines and invites you to their world of live-streaming and virtual wine tasting.

January 13, 2021

7:00p - 9:00p



"VIRTUAL PICTURE THIS" WORD AND PHRASE GUESSING GAMESHOW The Picture This you know and love is now Virtual! Get together for an amazing hour of fun, interactivity, and creativeness. A competitive game of puzzle-solving, drawing, miming, singing, and scavenger hunting, all wrapped into one zoom-based experience.

November 18, 2020

3:00p - 3:30p

Online LIVE Webinar

When Volatility Increases: 10 Principles of Long-Term Investing

When volatility strikes, do you take your money and run? Unfortunately, this might do more harm than good. Join me for a workshop that explores time tested ways to tackle volatility.

October 20, 2020

10:00a - 10:30a

Online Webinar

Building A Stronger Portfolio With Structured Products

If you are interested in an investment strategy that gives you the flexibility to choose between varying degrees of exposure to market growth and downside protection, then don't miss our educational session on Structured Products.

September 15, 2020

4:00p - 4:30p

Online Webinar


Purchasing a home can be challenging, frightening and satisfying, all at the same time. Preparation makes the process much easier. Senior Home Lending Officer, Sari Rosenberg, will be answering all your home buying questions.

August 26, 2020

2:00p - 2:30p

Online Webinar

Social Security, Medicare and Your Retirement (Webinar)

Increasingly, people are wondering what role Social Security and Medicare will play in their retirement. To learn more about your Medicare and Social Security options, join this free webinar. Courtney Spencer Cuykendall and Miguel Gonzalez of Cortburg Retirement Advisors will discuss how Social Security and Medicare can affect your retirement.

July 21, 2020

10:00a - 10:30a

Online Webinar

Group Retirement Plans - Hot Topics & Trends (Webinar)

Find out what's hot and trending in the group retirement industry. In this webinar, Miguel Gonzalez and Principal Retirement discuss the latest going on in Washington with retirement legislation. Plan sponsors and business owners will find this webinar most informative about retirement fees, fiduciary responsibilities, wellness programs, employee experience and cyber security.

June 9, 2020

5:00p - 5:30p

Online Webinar

Tax Strategies for 2020 (Webinar)

During this webinar, Cortburg Retirement Advisors will discuss eight specific tax issues, including but not limited to current tax rules, gift tax exclusions, and tax-exempt municipals. Certified Public Accountant (CPA) and Certified Internal Auditor (CIA), Zhanna Kelley, will be presenting and available to answer as many questions as possible.

Event Registration

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