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. 



2020 Theme: The Puzzle of Planning

SESSION TWO: Managing Your New Day to Day

JUNE 18th 4pm

Here we are at the start of June, almost three months since everyone's lives turned all kinds of upside-down due to COVID 19. So, how's it going? No, seriously - how are you managing? Have you found a good hiding spot in the house yet? Are things finally coming into focus or is it all falling apart?

For many of us whose employment is in flux or we are working from home with kids, partners, parents, or any combination of circumstances, we have had to find new ways to build consistency, a sense of productivity, and methods for managing our daily lives. 

We are mixing it up for this meeting and invite you to join us to share your ups, downs, failures, successes, and general reflections on managing your new day to day. Our friend and valued mentor, Abby Zarkin will join us once more to guide the conversation about functioning in this new reality.


So, grab your beverage of choice, tuck yourself into your new favorite corner of the house, and come hang out on Zoom with us. It's a safe space to share, or just come to listen, and hopefully, we can all glean a little solace in an hour together. 

When: Thursday, June 18, 2020, / 4:00 pm-5:00 pm 

Where: Virtual with Zoom 

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

Did you miss our last in-person P+P? Check out our top-takeaways HERE.

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. 



Courageous Investing in 2020...and beyond

Join us on Wednesday, June 24th for our first virtual Lunch and Learn! We are excited to have James Carter, Vice President of American Funds speak to us about investing through both Bull and Bear Markets. James will address today's investing considerations in light of the following perspectives:

  • Market history

  • Perspective, Confidence and Opportunity in 2020

  • Keeping emotion at bay

  • What we can control and what we cannot

  • Reviewing historical market and investing patterns

June 24th Noon - 1pm via Zoom


Though we won't be able to deliver lunch to you, please feel free to bring your own!



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


Noon -12:30pm


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.




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!


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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301 N. Elm Street, Suite 301

Greensboro, NC 27401

P: 336-274-9403

F: 336-273-0217


3001 Academy Rd., Suite 110

Durham, NC 27707

P: 919-595-0619

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