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Finance, Budgeting, Investing & Saving BOOTCAMP (ONLINE)

Finance, Budgeting, Investing & Saving BOOTCAMP (ONLINE). Jonathan Wong GBA 564 Creativity & Innovation. SOCIAL TRENDS. Occupy Wall Street September 17 th , 2011 Zuccotti Park 99% vs. 1% Applications Is there an “App” for that? Social Media Facebook Twitter Four Square LinkedIn.

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Finance, Budgeting, Investing & Saving BOOTCAMP (ONLINE)

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  1. Finance, Budgeting, Investing & Saving BOOTCAMP (ONLINE)

    Jonathan Wong GBA 564 Creativity & Innovation
  2. SOCIAL TRENDS Occupy Wall Street September 17th, 2011 Zuccotti Park 99% vs. 1% Applications Is there an “App” for that? Social Media Facebook Twitter Four Square LinkedIn
  3. CULTURAL TRENDS Education Vs. Potential Earnings US Spending/National Debt
  4. MARKETPLACE TRENDS Coupons/Discounts Black Friday Restaurant.com Yelp.com Housing Market Significant decline in house value Foreclosures/Bankruptcies Entertainment Shifts Movie Theaters vs. Disneyland $6.00/hr vs. $8/hr Movie: 2 hrs. Disneyland: 10 hours
  5. ORIGIN OF IDEA TV SHOWS SuzeOrman Mad Money Shark Tank Reading Personal Finance Investing Real Estate Calling Attention to details Teaching
  6. POTENTIAL MARKET: MIDDLE CLASS
  7. PROPOSED IDEA Bootcamp Program Interactive Online Experience (or APP) Courses by Chapters Investments Taxes Retirement Savings/Budgeting Real Estate Tools (Continued…) Exercises (Planning, Goals, etc) Free Budgeting Consultation with purchase!
  8. PLAN EXAMPLE
  9. TOOLS Linking all personal accounts Checking/Savings Retirement (401K/IRA) Investment (Scottrade, Fidelity, etc) Credit Cards Email/Text Alerts Setting a high/low limit on accounts Overspending Mobile Application Taking courses on the go Reading current event articles
  10. JUSTIFICATION? US Education System does NOT teach students how to budget, save, spend, invest, etc. Little to no classes Not a requirement to graduate High levels of financial illiteracy EX: People complaining about the rich only paying 15% in taxes Spending spree Spending above means Buying a house one cannot afford
  11. QUESTIONS? Someone who spend out of control? Someone who doesn’t save? Someone who lives above his/her means? Someone who is under water for a mortgage? Someone who is near/or bankrupted? Someone who needs financial help?
  12. COMMENTS/IDEAS?
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