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Session
Description:
LIFESTAGE INVESTING
--Student Market
--Young Adults Market
--College Savings Market
--Retirement Market
As
consumers go through various lifestages and events, how do
savings and investment patterns change? How early do consumers
begin saving and investing, and for what purposes? How do
parents save and invest for college and how do they respond
to 529 plans? What differences exist among key segments of
the retirement market including baby boomers, pre-retirees,
and retirees? SYNERGISTICS presentation based on surveys conducted
in 2001 and 2001 will reveal strategic insights to assist
financial services providers in competing successfully in
the volatile savings and investment market.
Attendance
Fee:
$275.00 plus $50.00 per telephone line used.
About
Bill Adcock
Cofounder of SYNERGISTICS, Mr. Adcock brings years of practical
banking, research, and consulting experience to the firm.
In addition, he is a frequent speaker at financial conferences
and seminars and the author of numerous articles for industry
and academic publications. Mr. Adcock was with Payment Systems
Inc. (PSI) from 1977 to 1981, where he became senior vice
president in charge of the Research Services Division. He
initiated and was responsible for the direction of multisponsor
and custom research projects for PSI clients and for research
support to the Payment Systems Research Program and PSI's
Consulting Division. From 1961 to 1975, Mr. Adcock was a commercial
banker with Bank South. There he served as vice president
in charge of the Research and Planning Department, senior
credit and financial analyst, commercial loan officer, and
corporate operations officer. In 1971, Mr. Adcock participated
in the Federal Reserve Bank of Atlanta Payments Project's
pioneer research study of changing payment systems. Mr. Adcock
holds a B.S. in Finance from the University of North Carolina
and an M.B.A. in Finance and an M.D.S. in Decision Sciences
from Georgia State University.
About
Genie Driskill
Ms. Driskill has directed studies at SYNERGISTICS since 1981
on numerous topics in the small business and consumer financial
services industry. She is responsible for all stages of a
project including topic selection and definition, development
of proposal and marketing materials, questionnaire development,
survey analysis, industry executive interviews, and strategic
assessment. Prior to joining SYNERGISTICS, Ms. Driskill was
senior research associate at Payment Systems Inc. ( PSI).
A graduate of Memphis State University, she holds an M.L.S.
from Vanderbilt University.
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