Deca ppt states edition

Associated Financial Consultants Group

ASSOCIATED FINANCIAL CONSULTANTS GROUP

“For Me and My Family”

• Investment and Wealth Management Services

• Life, Disability and Long Term Care Insurance

“For My Business and Employers”

• Employer Sponsored Retirement Plan Services

• Group Health and Benefit Programs

Facilitate a new plan to help Generation Y reevaluate their financial future and start saving before its too late

FINANCE RESEARCH OPERATIONS EVENT

Generation Y

Unmotivated 1980- 2000 Media Prone

Primary Research was done by interviewing Jeremy Cohen and distributing online surveys to the advisers of the firm to send out to their personal clients

RESEARCH METHODS

Processes

Interview Survey Primary Research

Generation Y lack the knowledge of the importance of savings at their age and an understanding of the time value of money

CONCLUSIONS

Be Our Guest and Invest : Step one: Meet and Greet to market to Generation Y and Step two: Learn

and Earn to educate Generation Y on saving early

PROPOSED PLAN

Present incentive package for existing clients this gift will be $50 and include a free financial consultation and free

admission to quarterly financial seminar

Step one: Meet and Greey

Partner with Welcome Wagon to include coupons and advertisements from Associated

Financial Consultants

Welcome Wagon: is a business that contacts

new homeowners after relocation, providing them with coupons and advertisements from

local businesses.

Step one: Meet and Greet

Step Two: Learn and Earn

Provide a new employee

orientation


Advance community involvement by speaking at local colleges about post-

graduation planning

Hold Quarterly Financial Seminars The financial seminars would actually be a series on topics such as budgeting, personal savings, insurance, and retirement. The last seminar in the series will focus on retirement accounts such as an IRA.


Financial Literacy Seminar Example

Roth IRA: 24-59 Roth IRA: 40-59 Roth IRA

Budget for the Be Our Guest and Invest Plan

$35,200

Love

WishDream

Desire Peace

Tranquility