Reference no: EM131582557
Assignment
In your role as a financial advisor at Eagle Consulting, you will be meeting a potential customer, Keith Jones. Mr. Jones customer is 35 years old and married with two children, and he would like your help in planning a long-term investment strategy with the $100,000 he has to invest. In advance of your meeting, you decide to create a PowerPoint presentation that will educate Mr. Jones on the underpinnings of the time value of money. In doing so, your goal is to help your client understand the basic construct that a dollar today is more valuable than a dollar received tomorrow.
To complete this assignment, do the following:
1. Refer to the Eagle Consulting Info Sheet you downloaded for the previous course project piece
2. Develop a 6-screen PowerPoint presentation with accompanying lecture notes that:
1. Explains the concept of the time value of money
2. Provides examples of how time value of money calculations are determined
The presentation should include the following slides and accompanying lecture notes. The slide content should be brief and include supporting images or diagrams where appropriate. Use the Notes area beneath each slide to put the accompanying lecture notes for the slide.
Slide Content
1 Title Slide
2 Slide Content: Main ideas of the time value of money
Lecture Notes (100-150 words)
• Provide an explanation/definition of the time value of money.
• Explain why understanding the time value of money is important to investors.
• Explain the risk for investors in not understanding the time value of money.
3 Slide Content: Step-by-step example of a present value calculation using numbers
Lecture Notes (100-150 words):
• Explain the present value formula.
• Explain how changing the variables in the formula will affect the investment outcome.
4 Slide Content: Step-by-step example of a future value calculation using numbers
Lecture Notes (100-150 words):
• Explain the future value formula.
• Explain how changing the variables in the formula will affect the investment outcome.
5 Slide Content: Identify impacts of compounding on the calculation of present value and future value
Lecture Notes (100-150 words):
• Provide examples of how compounding impacts both the present value and future value of investments.
6 Slide Content: Summarize the main points of the time value of money concepts.
Lecture Notes (100-150 words):
• Explain why these concepts are critical to an investor.
If you need assistance with using Microsoft PowerPoint, please visit the Video Tutorialspage in the Course Materials folder.
Introduction to Eagle Consulting and Financial Services, Inc.
Eagle Consulting and Financial Services is a company offering a range of financial advisory and consulting services to individuals and business. Eagle focuses on solving clients' most challenging issues with a cross-disciplinary approach that encompasses everything from enterprise improvement and financial advisory services to information management, leadership and organizational effectiveness, and turnaround and restructuring.
Eagle's vast experience and specialized expertise enables the company to serve a wide range of businesses and industries, whether they are healthy, challenged, or distressed, as well as business owners and other individuals.
Services for Individuals
The Wealth Management team at Eagle works with individuals to deliver services and solutions that help build, preserve, and manage wealth. The mission of every financial advisor is to understand the aspirations of each and every client and help them achieve their goals.
Services provided to individual investors include:
• Wealth planning
• Investment management
• Cash management
• Lending solutions
• Estate planning
Services for Businesses
The Business Advisory team specializes in a wide array of enterprise-wide solutions. The team tailors their services to the specific needs of the client, whether addressing an isolated business challenge; integrating resources across departments, divisions or continents; or serving in interim leadership roles to steer a firm through a period of change. The Eagle suite of services address all aspects of the business life cycle to help clients overcome complex operational and financial issues, uncover new opportunities, minimize risk, and maximize value.
Services provided to businesses include:
• Enterprise improvement
• Financial advisory services
• Information management
• Leadership and organizational effectives
• Turnaround and restructuring