At Erickson Advisors, we believe in empowering our clients and the community through education and sharing of experiences.
Join us for any or all events in person and virtually – all are welcome.
LUNCH & LEARN
Join us for one or all of our lunchtime learning opportunities, currently held virtually with Zoom, when we explore topics relevant to financial planning, investment management, sustainable investing, estate planning, and more…All are welcome!
Next up: November 17th at Noon on Zoom
Read the re-cap from our most recent session:
QUARTERLY MARKET OUTLOOK
Join Linda P. Erickson, CFP at the start of each new quarter for a quick 30-minute Zoom over your lunch break. 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
Latest Past Events
Join Linda P. Erickson, CFP® for her quarterly investment conference call when she will discuss the previous quarter, the current economic climate and what, if any, changes might be on …