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. 

 

PURPOSE & POWER

2020 SESSION THREE

Estate Planning: The Ultimate Adulting Task

SEPTEMBER 24th, 2020

Buckle up ladies, we're about to do some serious(ly fun) adulting.

Join us on Thursday, September 24th when we will be joined by a panel of four outstanding female attorneys for a presentation on Estate Planning.

 

If you don't have an Estate plan by now, you know you need one. And if you do have one, come hang out anyway and get a refresher on what you should be considering. We are very excited to welcome attorneys Betsy Martin, Orly Resnik, Heather Hazelwood, and Crystal Beard to our platform and to soak up all they have to throw at us regarding, but not limited to, 

  • An introduction to Estate Planning

  • Wills, Trusts and Beneficiary Designations

  • Powers of Attorney - Financial, Health Care and Living Wills

  • What happens if these things are left undone? 

Pour yourself a tall glass of whatever you want, check out from the rest of the world, and join us!

When: Thursday, September 24, 2020, / 4:00 pm-5:00 pm 

Where: Virtual with Zoom (REGISTER HERE)

Who: All the ladies (sorry guys, you gotta sit this one out)

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. 

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. 

Cetera is under separate ownership from any other named entity. Guest speakers are not affiliated or registered with Cetera. 

 

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.  

HEAR ABOUT:

  • 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

NEXT CALL
FRIDAY, OCT. 9th

Noon -12:30pm

EA SOCIAL

Women Build 2019

Greater Greensboro

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

Chapel Hill/Durham 

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. 

Study Group!

If you aren't in a Study Group FIND ONE! Our Study Group of five practices has been together for over 15 years. We just met in Chicago where we were hosted by Morningstar - what a privilege!

Empowering Girls: Georgia O'Keeffe and Chatham Hall 

A beautiful evening of art, female power and promoting independence with Chatham Hall for The Georgia O'Keeffe exhibit at the Reynolda House Museum of American Art in Winston Salem.

It was wonderful to visit with old friends and the exhibit was magnificent!

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!

1/9

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.

Newsletter Signup

Join our newsletter for market analysis and investment news, event invitations and more.

GREENSBORO

301 N. Elm Street, Suite 301

Greensboro, NC 27401

P: 336-274-9403

F: 336-273-0217

DURHAM

3001 Academy Rd., Suite 110

Durham, NC 27707

P: 919-595-0619

  • LinkedIn - Grey Circle
  • Facebook - Grey Circle

Advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC,  a broker-dealer & Registered Investment Advisor.  Cetera is under separate ownership from any other named entity. 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.