15.7 Presentation to the Executive Team at Better Horizons Credit Union (LO15.1, LO15.2, LO15.3, LO15.4, LO15.5)

Assume the role of Haniz Zogby (see Chapter 10). Based on the information in Chapter 10, create a presentation to the executive team on a marketing initiative about financial planning aimed at attracting new members. You could base a large part of the presentation on Figure 10.3.