The Golden Eagles of Clarion University in PA took first place in the second annual FAStech Cup MoneyGuidePro financial planning competition! John Owens, Chelsea Zola, and Zack Horner created Golden Eagle Financial for the competition, and their team’s goal of helping people feel confident about their financial future was evident in all areas of their work. The team was able to edge past the other universities by excelling in all four parts of the competition. Their website was very composed and they made sure to hit all the little details such as handling their social media outlets as well as addressing disclosure information. They also put together an excellent and thoughtful Financial Goal Plan in MoneyGuidePro that hit all of the major notes. John, Chelsea, and Zack really showed their abilities when it came time to present the plan and then finally to answer the clients’ questions at T3.
All three judges agreed that their presentation skills were a level above the rest, and they intuitively picked up on the clients’ concerns even before they were raised. The Clarion team displayed the utmost confidence in their work, and the judges’ scores reflected that little something extra. For their efforts, they’ll receive a $5,000 scholarship for their program and their names will be engraved on the FAStech Cup itself which will stay at Clarion University on display until next year’s competition.