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