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

Securing Social Security

Today, Tomorrow & for the Future

Tuesday, October 20th

Noon-1pm 

Please join us for an informative and lively hour with Gail Buckner, Vice President and National Financial Planning Spokesperson of Franklin Templeton Investments, who will join us to provide clarity on choices for securing Social Security.

This hour is intended for a mutli-generational audience - many of you may be helping parents and friends with choices surrounding Social Security benefits even if you are not navigating around it for yourself just yet. Gail will discuss:

  • What is new and changing with Social Security?

  • Choosing the right age to file

  • How benefits are calculated

  • Widow(er) or Surviving Divorced Spouse Benefit

  • Family Benefit

  • and more…

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PURPOSE & POWER

Estate Planning: The Ultimate Adulting Task

On Thursday, September 24th when we were joined by a panel of four outstanding female attorneys for a presentation on Estate Planning.

 

A HUGE thank you to our guest speakers Betsy Martin, Orly Reznik, Heather Hazelwood, and Crystal Beard for putting together a dynamic hour of information made possible by their combined expertise, energy and dedicated time. 

The hour was full of information so we've summarized with our top 5 takeaways. We encourage you to reach out to any of the panelists with questions or if you like to get your Estate documents in order - you've got this, you can tackle the ultimate adulting task! READ OUR TOP 5 TAKEAWAYS

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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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.

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