Boston Chapter

The Society is a network of select credentialed members working in diverse financial disciplines – bound together to pursue knowledge, uphold the highest ethical standards and form meaningful relationships for the benefit of our clients. 

February "Meet the Expert": Trends in Student Loans for Clients of Financial Advisor Professionals

  • Wednesday, February 13, 2019
  • 7:30 AM - 10:00 AM
  • Marriott Residence Inn/Needham, 80 B Street, Needham, MA 02494

Registration

  • A guest must be registered by the member who is sponsoring this guest to attend.
  • This sponsorship is for one FSP Seminar in the month indicated above

Registration is closed

"Trends in Student Loans for Clients of Financial Advisor Professionals"

Brian Walters, Chief Business Officer And Geoff Urquhart, Chief Financial Officer

Overview of the presentation

  • There is $1.5+ trillion in outstanding student loan debt in the United States today.
  • With more than 130 possible repayment strategies available for federal student loans, determining the optimal repayment strategy for borrowers can be complex.
  • Please join GradFin on February 13, 2019 to begin to understand how you can help your clients and their children simplify and save on their student loans.

Mr. Walters started his career in Washington, DC working for the Archon Group, and more recently worked for the Goldenberg Group and Patriot Equities, both Real Estate Development Firms located in the Philadelphia area. In 2009, he started a financial services company called Lawsuit Funding Solutions, which is one of the preeminent funding companies in Philadelphia. Mr. Walters holds a degree in Political Science from Northwestern University where he was an All-American Swimmer. He qualified for the 2000 Olympic Trials where he placed 3rd, one spot out of qualifying for the U.S. Team.

Prior to joining GradFin, Mr. Urquhart was an Executive Director in the Corporate and Investment Bank at JPMorgan. Prior to joining JPMorgan, Urquhart spent two years in the investment bank at Lehman Brothers. From 2001 to 2007, Urquhart worked in numerous balance sheet and risk management advisory roles for Quantitative Risk Management (QRM), an industry leading enterprise risk management and consulting firm. Urquhart holds a BS in industrial engineering and management sciences from Northwestern University and a MBA from the University of Chicago Booth School of Business with concentrations in finance and accounting.

Boston Chapter of the Society of Financial Service Professionals


Phone: 844-FSP-6600  Email: Hello@FSPBoston.org

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