At Erickson Advisors, we believe in empowering our clients and the community through education.
Join us for any or all events in the Triangle or Triad.
Thank you to all that attended the sessions for Summer Series 2019!
Over the course of several months, Erickson Advisors held a three-part series of workshops to explore planning for tomorrow today. In 2019 our perception of age and aging is changing more than ever – from Millennial to Boomer – we feel younger the older we get. But, even as lifestyle markers shift, the considerations for aging such as healthcare, retirement planning and even death, remain the same when it comes to generational transitions.
So, what’s your plan? Well, in case you missed the sessions or just want a refresher we have compiled a recap of each workshop to help you along the way to making living long be living well.
LUNCH AND LEARN
THE ROAD TO RETIREMENT
When it comes to retirement income, everyone has the same question – will I have enough? Join us on Wednesday, November 13th for Lunch and Learn and a presentation from Linda P. Erickson, CFP® on tips for managing retirement income. We will talk about:
Various methods for taking retirement income
Creating a Cash Flow Reserve Plan
Needs vs Wants
What do the professionals say?
NOON - 1PM
LISTEN AT LUNCH
Join Linda P. Erickson, CFP® each quarter for a quick 30-minute conference call when she'll review the previous quarter, the current economic climate and what, if any, changes might be on the horizon.
Changes to portfolios in the previous quarter
Current market and interest rate conditions
Opportunities and strategies we see for the quarter ahead
Market highlights and concerns
PURPOSE & POWER
2019 YOUR WORK, YOUR MONEY:
Utilizing workplace structures to help build financial confidence
Years-end Pep Talk + New Year's Prep Talk
THURSDAY, NOV 21, 2019
We’ve all been there - the holidays are fast approaching and there are a million distractions – how is it the end of the year already and how are you going to get everything done? Well, this year we are taking care of loose ends with holiday cheer instead of New Year fear.
Join our conversation with Lauren Erickson, CFP when she’ll walk us through thinking over those pesky year-end financial to-dos’ and offer up some tips on prepping for 2020, including:
Reflecting on the past year - what could you change moving forward, where did you succeed?
Working proactively on your tax and savings plan, including actionable items based on the new tax law.
What is it time to tackle - Estate documents, retirement savings options, collge savings or asking for that much-deserved raise?
Creating a vision for your money
Can't make it right at 5pm? No problem.
We'll have Cocktails and Networking until 5:30pm when the program begins, so drop in whenever it works for you!
What's Your Purpose? What's Your Power?
Purpose & Power is an early evening of financial empowerment, social networking and sharing ideas hosted by Erickson Advisors for women of all ages and stages of life. Every few months we focus on a financial topic of interest for female entrepreneurs, professionals, breadwinners, spenders, and savers alike. Grab a friend or fly solo - drop by, join in and walk out with new knowledge, new connections, and new confidence in your financial purpose and power.
Women Build 2019
We have been so grateful for the opportunity to join Habitat for Human of Greater Greensboro for the Women Build 2019. Many thanks to all of the women who have committed to help on build days as we continue to get this project done. We continue to welcome anyone who would like to build with us to make housing security a reality for a local family.
100 Women Who Give a Hoot
Quarterly Giving – That’s how 100 Women Who Give a Hoot do it! Durham Literacy Center was the award recipient with over $8,000 in collective funds. We had a blast last Thursday at the Chapel Hill/Durham Chapter meeting catching up with old friends and making new ones all while supporting our community and making an IMPACT.
Sip and Say for Habitat for Humanity of Greater Greensboro Women Build 2019
Erickson Advisors participated in an excellent kick-off event for Women Build 2019 with Habitat for Humanity of Greater Greensboro and enthusiastic women from the community. We are thrilled to work with HHGG to build momentum and interest in the Women Build 2019 project. Thank you to everyone that came out, we can't wait to start building in the Spring. Want to join our build team? Let us know!
Inaugural Croatan Forum: Three Days in Durham
In early October Lauren joined fellow Croatan Institute Founders Circle members in the Inaugural Croatan Forum - a fantastic three days of discussions around finance, sustainability and economic development. She attended sessions on human rights, climate challenges, racial equity and gender lens investing.
Empowering Girls: Georgia O'Keeffe and Chatham Hall
20th Anniversary Gala: An evening out with Lillian's List
On Saturday, September 16th Linda and Lauren, along with some great friends, joined in the celebration of Lillian's List 20th year of dedication to recruiting, training and mentoring progressive women running for the General Assembly and Council of State in North Carolina.
Summer Bash: Habitat for Humanity of Greater Greensboro
We were thrilled to join the Habitat for Humanity community for their 2nd Summer Bash at Summerfield Farms. It was a wonderful evening that raised enough funds to build a new home this fall! The food, auction and music were fantastic - lots of dancing complete with a couple of the Erickson Advisors ladies on stage with the band!
Please note: The charitable entities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Netowrks LLC.