DECA STATES 2015

1. Associated Financial
Consultants Group

2. 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

3. 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

4. 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

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

6. 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

7. 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

8. 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

9. Step Two: Learn and Earn
Provide a new
employee
orientation

10. Step Two: Learn and Earn
Advance community
involvement by speaking at
local colleges about post-
graduation planning

11. 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.
Step Two: Learn and Earn
Financial Literacy Seminar Example
Roth IRA: 24-59 Roth IRA: 40-59 Roth IRA

12. Budget for the Be Our
Guest and Invest Plan
$35,200

13. Love
WishDream
Desire Peace
Tranquility