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Purpose + Power - New Year's Prep Talk

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The Crunkleton

320 West Franklin Street

Chapel Hill, NC 27516

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Year's End Pep Talk and New Year's Prep Talk

About this Event

We've all been there - the holidays are fast approaching and there are a million distractions - how is it the end of another year already and how are you going to get everything done? Well, this year we are taking care of loose ends with holiday cheer instead of New Year fear.

Join our conversation with Lauren Erickson, CFP® when she'll walk us through thinking over those pesky year-end financial to-dos’ and offer up some tips on prepping for 2020, including:

  • Reflecting on the past year – what could you change moving forward, where did you succeed?
  • Working proactively on your tax and savings plan, including actionable items based on the new tax law
  • What will you tackle in 2020 - Estate documents, Retirement savings options, college savings or asking for that much-deserved raise?
  • Creating a vision for your money

Pop by for a cocktail (or mocktail), holiday cheer and conversation and get yourself prepped and ready for 2020!

The Crunkleton Chapel Hill

5pm Drink, snack + chat

5:30pm Focused conversation with Lauren begins

Beverages and light appetizers are provided by Erickson Advisors.

Can't make it right at 5pm? No problem! We'll have cocktails and networking until 5:30pm when the program begins, so drop by whenever in works for you!

Questions? Contact Lindsay Griffin lindsayg@ericksonadvisors.com

ABOUT PURPOSE + POWER: What's Your Purpose, What's Your Power?

P+P is an early evening of financial empowerment, social networking and sharing ideas with fellow female professionals, entrepreneurs, breadwinners, savers and spenders hosted once a quarter by Erickson Advisors.

Whether you have been a whiz with money all of your life or you are finally learning to balance your checkbook, there is immense power and freedom that comes from understanding your financial choices, goals and how to empower yourself with financial knowledge.

Grab a friend or fly solo - drop by, join in and walk out with new connections and confidence in your financial purpose and power!

#PurposeAndPower #WomenWorkingForWomen #FinancialImpactPlanning

Date and Time

Location

The Crunkleton

320 West Franklin Street

Chapel Hill, NC 27516

View Map

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