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. 

LUNCH & LEARN

2021 Market Outlook

Wednesday, January 13th 2021

Noon-1pm

The Road to Recovery

Join us on January 13th, 2021 during your lunch hour for an in-depth presentation by Linda P. Erickson, CFP

We'll briefly look back at the previous year and then turn our focus to the 2021 investment landscape, including:

  • Recovery in the U.S. Economy

  • Opportunities and Risks in Equities

  • What's happening in the Bond Market?

  • Economic Drivers and Investment Implications

  • and more...

REGISTER HERE & JOIN US ON ZOOM at NOON on JANUARY 13th

PURPOSE & POWER

Your 2020 Finances & What This Year Means for You

We made it to the end of 2020 - Hallelujah! 

  On Thursday, December 10th Lauren Erickson, CFP®, CSRIC™  gave us some perspective on the year behind us. We went over quite a bit, including some big questions including...

  • Did you get a PPP? There are potential big tax implications, and it matters what you do by end of this year. Let’s talk through them.

  • Did you go on unemployment? Tax and savings implications here as well.

  • Did you save money because of the shutdown, no summer camps and no daycare? Or were you bleeding money to keep all the balls in the air?

  • Did you use the time (or thought you might use the time) to get some of your financial wellness tasks done? Let’s go through the top 5 that are important enough to finish this year. See if you can celebrate those wins!

  • Did you withdraw retirement funds under the CARES Act and not sure what that means for tax and retirement savings? And what should you make sure to do by end of year.

  • Are you thinking to yourself – just give me the list, Lauren! Those in attendance will get the list of what must be done by 12/31/20 and what can wait into 2021.

Our Next Purpose and Power will be scheduled in March 2021 & held via Zoom.

Look for updates or join our mailing list to have an invite sent directly to 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. 

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!

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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.

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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

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