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.
Each quarter we explore topics relevant to financial planning, investment management, sustainable investing, estate planning and more…All are welcome!
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
NEXT UP: Friday, July 16th Noon-12:30pm
PUrpose & Power
P&P - What's up in 2021?
Learning from Women in Business
This year our discussions with local female entrepreneurs will focus on the complexity of business ownership across career fields and how diverse strategy, goal setting and passion for their work and clients have shaped their experiences.
Hear about their fearless dedication, innovation, struggles, and triumphs & gain takeaway measurable actions you can apply to your personal and professional tasks at hand.
COMMUNICATION Sept. 9th with
COACHING with Christy Gharbo, visual coach and owner of VizualWorx.
Latest Past Events
JOIN US FOR THE CALL! 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 …
Learning from Women in Finance Tools of organization, strategy, and prioritizing through the intersection of personal and business finance. The finance sector has been one of the most gated to …
Tool Time...PUTTING the digital world to work for you: The technology tools we depend on are all about security and efficiency - for us and for our clients. We've adopted …