Madison, NJ – November 9, 2011 –Jeremy T. Welther, CFP®, AIF®, Principal, Senior Financial Advisor, and Chief Compliance Officer for Brinton Eaton and Lauren Locker, CFP®, Founder of Locker Financial Services, LLC, will speak at William Paterson University in Wayne, New Jersey on November 21, 2011. Welther and Locker will address a group of undergraduates participating in the Bachelor of Science in Business Administration/financial planning and certificate program about their experiences in the financial advisory industry.
Among the topics they will cover are why they entered the field and what they’ve learned over the years about financial planning. A discussion of the challenges they have encountered along the way is also planned.
“As members of the National Association of Personal Financial Advisors (NAPFA), Lauren and I are delighted to have this opportunity to address the students at William Paterson,” says Welther. Adds Locker, “Financial planning is an extremely rewarding profession and we look forward to sharing our insights.”
Brinton Eaton is a full-service wealth management firm and is a Registered Investment Advisor with the Securities and Exchange Commission. Jeremy Welther is a CFP® and has been awarded the Accredited Investment Fiduciary designation by the Center for Fiduciary Studies. He is currently President of NAPFA’s Northeast/Mid-Atlantic Region Board of Directors. Jeremy resides in Basking Ridge, New Jersey.
Locker Financial Services, LLC is a fee-only financial planning company located in Little Falls, New Jersey. Lauren Locker is an independent Certified Financial Planner (CFP®) practitioner and a Registered Investment Advisor. She currently serves as Chairman of NAPFA’s Northeast/Mid-Atlantic Region Board of Directors. Lauren resides in Little Falls, New Jersey.