Trusts and Year-End Planning

Cortburg Speaks Retirement

Cortburg Speaks Retirement - episode #162: Trusts and Year-End Planning: A Checklist / Investment in Stock Market, Financial Planning, Retirement Planning, Money Management
On this week’s audio podcast, Miguel Gonzalez shares a checklist to help you complete your year-end estate planning.
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About Cortburg Retirement Advisors, Inc.

Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg’s “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.

Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST
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