Episode 10: Lauren Locker on How Eldercare Became Her Niche

“Well, I'll tell you the thing that surprised me the most, there was a group called the American Society on Aging, which who knew, right? There's a group for everyone. They have a conference every year. And when I went there, there was over 4,000 people that go to this conference just to deal with the aging issues. And I learned things there that actually, of all the places that I went to, really helped me the most. So yes, we thought, you know what? The baby boomers are gonna come in, they're gonna want to talk about their parents and what to do with them and how to do it, but in reality, it was the baby boomers who came in. Because the fact is it's really hard to force someone to plan for what's gonna happen in the future, so you'd have to want to do it yourself. And what really turned out to be the big thing was it really was a value add to our financial planning practice.”

Lauren Locker shows how she narrowed her niche in eldercare by combining personal experience and insight with practical expertise and additional education, to offer a strong value-added service that keeps clients and their families coming back year after year. Join us for an enlightening half hour of a directed journey to a rewarding practice niche that keeps on giving  . . .

Lauren founded Locker Financial Services, LLC in 1992. During her years in business, she has fulfilled her dream of helping people better understand how their money can work for them. Lauren is an independent Certified Financial Planner™ practitioner.

She served as 2012-13 National Chair and as past-president and past-chair of the Northeast/Mid-Atlantic Region of the National Association of Personal Financial Advisors (NAPFA).

Lauren holds a B.A. degree in Business Administration from William Paterson University and is an active alumna is on the Board of the William Paterson University Foundation as well as an adjunct instructor at WPU’s Cotsakos College of Business. She has served as a panelist at the New York Times and The Record, and has spoken to student groups at Yale University and other colleges and universities in the tri-state area. Lauren is a member of the American Society on Aging.

*the "Aunt Carol story" is only intended to represent client circumstances and is for illustration purposes only.