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Info

What is the title or subject of your presentation?

Reducing Your Liability While Optimizing Your Plan

What do you do?

We are a boutique investment advisory firm that provides advice to corporations and governments regarding their workplace retirement plans (i.e. 401(k) plan). Advice is provided on investments, service providers, and plan design to help employers prepare their employees for retirement. We are an independent woman-owned registered investment advisory firm located in Castle Rock, CO.

Do you need a design for slide template(s) only or a full presentation?

Full presentation

How many slides do you need designed?

Twenty (the attached presentation)

Target Audience

What is your industry?

We are a financial services firm (registered investment adviser).

Describe the target audience for your presentation.

Target audience is Chief Financial Officers. They are typically white, male, 40-55 years of age, with college degree or higher education, located in Colorado, Nebraska, and Texas.

What 3 things do you want to communicate to your audience through your presentation?

Competency, Independent Guide, Trusted Partner

How do you intend to use this presentation (print, live, web, etc.)?

Live

Style and Details

What specific information must be included in the design?

We are seeeking a fresh PowerPoint design that is engaging using the content from the attached PowerPoint. The target audience is Chief Financial Officers that are typically conservative and like charts and analytical formats. The color scheme is on our website, www.CastleRockInvesting.com and includes black, white, and a natural color but we desire dark forest elements (wood, dirt trails, river). The attached catalog will also give you an idea of desired colors (neutral beige and brown tones with black background) and is next on the list of projects to submit for design work after the PowerPoint.
This will be the sales presentation that we use consistently with prospects. We prefer to use the white logo on a black background but are open to using the black logo if it works better.

What character, tenor or spirit does your presentation need to communicate?

We are a partner sharing legal liability with our customers and an expert guide.

What colors do you want to see in your presentation?

Black, white, brown, and natural beige tones
Like forest nature trails (emphasizing guide element), river rocks with water, dark wood elements

What colors do you NOT want to see in your presentation?

navy, purple, neons, modern elements

What presentation designs do you like?

I like my website, www.CastleRockInvesting.com

Do you want to include additional info?

The content on the current presentation looks clunky and amateur. Looking for professional look with natural elements.

Materials

Contract
Files

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