Upcoming Events

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.


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:

Tool Time! Putting the Digital World to Work for You


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. 

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

REGSITER: Friday, October 8th Noon-12:30pm

PUrpose & Power

Purpose & Power is a discussion series for women (sorry guys, you have to sit this one out!) focused on financial empowerment, education, social networking, and sharing ideas hosted by Erickson & featuring expert speakers across disciplines. Grab a friend or fly solo, join in, and gather new knowledge, new connections, and new confidence in your purpose and your power. This event welcomes people who identify as women, trans, genderqueer, & gender nonconforming. All sessions are held on Thursday afternoons from 4-5pm on Zoom (until we can get back together again safely in person with cocktails and snacks!)

Upcoming Events


Latest Past Events

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