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Latest Happenings

Giving back to the local community and St. Jude Children Research Hospital

Howard and Jill Erman recently attended the Tradition Golf Classic in the beautiful city of La Quinta, California. Erman Retirement Advisory was a sponsor on behalf of St. Jude Children Research Hospital towards the fight against cancer affecting young children.  They had an opportunity to gather with long-time valued clients and friends.  With such a wonderful experience, we look forward to doing it again next year!


 




Annual Client Appreciation Luncheon - January 28th, 2017 at 11:00am at The Grand in Long Beach

We are excited to host our annual luncheon to show our appreciation to our clients. Please bring your friends and family to enjoy the gathering of food, entertainment, raffle prizes, candid photos, and time together.  We are fortunate enough to have our guest speaker, to be announced Please RSVP by calling our office at (562) 546-6021. 



Financial Literacy - Making a difference for the next generation


Over the last few months, Jill Erman has been teaching financial literacy at the local Rossmoor Elementary School in Orange County.  In partnership with the Junior Achievement non-profit organization, Jill teaches grade-level students about the basics of finance, money, entrepreneurship, and budgeting.  It's been a wonderful experience to see the kids faces and excitement with the hands-on curriculum that involves peer collaboration, presentation, board games, and puzzles.  As part of the new state requirements to improve financial literacy among students, Jill believes that by going directly into the classrooms and reaching out to grade-level students would be most effective to prepare our next generation.