Broker Check

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

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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