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AU Virtual Workshop: Financial Planning in Times of Uncertainty
March 26 | 12:00 PM - 1:00 PMFree
About this Event
Join American Underground for a virtual workshop with Lauren Erickson, CFP®, CSRIC™, of Erickson Advisors. In a time of uncertainty, it is especially difficult to navigate how to plan for the future – and you’re not alone! Lauren will be answering common questions around financial planning, jobs/unemployment, stock investments, and more! Gain some calm where you can with insight into the investment and financial planning landscape, and move forward with a plan.
Registered attendees will receive a link to join the webinar via email.
ABOUT THE SESSION:
It’s Time to Breathe. It’s Time to Plan. You may or may not …
- Have investments and retirement savings in the stock market
- Work for or own a company that has had to cut time and pay
- See opportunity in this tough time
You ARE feeling anxious – for you and your loved one’s health, for your community and for our collective futures. And this is not only a health crisis, but a fiscal one as well. Whether you are in a fiscal growth or reductive place due to recent events, you are concerned.
Gain some calm where you can with insight into the investment and financial planning landscape from a credentialed professional who came into the business on the tail end of the tech boom & bust and made it through the other side of The Great Recession.
Knowledge is power and empowerment keeps you grounded so that you can work your plan even through the lows. It’s time to Breathe. It’s time to Plan. So, let’s talk it through together.
Lauren will get us going with the following and then open it up for questions so we can address what is on YOUR mind.
- Financial tips to make it through these markets and uncertain times
- The jobs situation and unemployment – Are you a 1099 or W2 employee and what does that mean for you?
- Do you hold cash or buy into the market? Do you sell and go to cash?
- What can you do to calm anxiety – or take advantage of the opportunities?
Lauren Erickson, CFP®, CSRIC™ is a Financial Advisor and the ESG Criteria Investment Lead with Erickson Advisors, an N.C. based financial planning & investment firm. Lauren is a tireless partner within the community implementing the Erickson Advisors’ Now Advantage™ Planning, Asset Management and Transitions tools and services. The Erickson Now Advantage™ empowers you to understand your financial now and build confidence in your financial future. It’s not just about what you plan to do tomorrow, it’s about how you want to live today.