F3 Overview
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females focused on flourishing fiscally 3 fluent THROUGH A SERIES OF WORKSHOPS SUMMIT CREEK CAPITAL IS CHANGING THE WAY WE THINK ABOUT INVESTING FROM FEAR AND GREED TO TERMS OF MOTIVATION AND PASSION. Investing is a broad topic (no pun intended) so we will break it down into manageable segments and discuss it over wine and pu-pus at our office. A FUN AND PROVOCATIVE FORUM FOR BECOMING MORE SAVVY ABOUT INVESTMENTS. Whether you currently have a lot or a little I feel it is especially important for women to become educated rather than intimidated about investing. WOMEN AGED 50 + ARE ONE OF THE MOST INFLUENTIAL DEMOGRAPHIC SEGMENTS OUT THERE - poised to control almost two thirds of US consumer wealth. A national poll of women revealed that they mistrust the financial services industry and feel misunderstood by investment marketers. HAVING HEARD COUNTLESS HORROR STORIES, We are hyper-aware of the testosterone driven culture that predicates most sales upon fear and greed. WOMEN TEND TO BE MORE PURPOSE DRIVEN and through our blog and a series of workshop get- togethers, we want to help women understand how to achieve meaningful investment results that are relevant for them personally. No matter how disconcerting the news is, there are always specific steps to be taken. SUMMIT CREEK CAPITAL WANTS TO HELP YOU INCREASE YOUR INVESTMENT KNOWLEDGE AND GAIN MORE CLARITY AND CONTROL OVER YOUR INVESTMENT DECISION PROCESS—AND HAVE SOME FUN ALONG THE WAY. THIS IS NOT YOUR MOTHER’ S BOOK CLUB. of today's women will be solely responsible for their own finances at some point in their lives, most likely because of divorce or the death of a spouse. - the National Center for Women & Retirement EIGHTY TO NINETY PERCENT $12 to $40 trillion Over the next decade, women will control two thirds of consumer wealth in the United States and be the beneficiaries of the largest transference of wealth in our country’s history. Estimates range from $12 to $40 trillion. Many Boomer women will experience a double inheritance windfall, from both parents and husband. The Boomer woman is a consumer that luxury brands want to resonate with. – Claire Behar, Senior Partner and Director, New Business Development, Fleishman- Hillard New York 3
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Financially Fluent Females
Transcript of F3 Overview
females focused on flourishing fiscally
3
fluent
Through a series of workshops summiT Creek CapiTal is Changing The way we Think abouT invesTing from fear and greed To Terms of moTivaTion and passion. Investing is a broad topic (no pun intended) so we will break it down into manageable segments and discuss it over wine and pu-pus at our office.
a fun and provoCaTive forum for beComing more savvy abouT invesTmenTs. Whether you currently have a lot or a little I feel it is especially important for women to become educated rather than intimidated about investing.
women aged 50 + are one of The mosT influenTial demographiC segmenTs ouT There - poised to control almost two thirds of US consumer wealth. A national poll of women revealed that they mistrust the financial services industry and feel misunderstood by investment marketers.
having heard CounTless horror sTories, We are hyper-aware of the testosterone driven culture that predicates most sales upon fear and greed.
women Tend To be more purpose driven and through our blog and a series of workshop get- togethers, we want to help women understand how to achieve meaningful investment results that are relevant for them personally.
No matter how disconcerting the news is, there are always specific steps to be taken. summiT Creek CapiTal wanTs To help you inCrease your invesTmenT knowledge and gain more ClariTy and ConTrol over your invesTmenT deCision proCess—and have some fun along The way.
This is noT your moTher’s book club.
of today's women will be solely responsible for their own finances at some point in their lives, most likely because of divorce or the death of a spouse. - the National Center for Women & Retirement
E I G H T Y TO N I N E T Y P E RC E N T
$12 to $40 trillion
Over the next decade, women will control two thirds of consumer wealth in the United States and be the beneficiaries of the largest transference of wealth in our country’s history. Estimates range from $12
to $40 trillion. Many Boomer women will experience a double inheritance windfall, from both parents and husband. The Boomer woman is a consumer that luxury brands want to resonate with. – Claire Behar, Senior Partner and Director, New Business Development, Fleishman-Hillard New York
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SUMMIT CREEK CAPITAL208.928.7500cell: [email protected]
• Stocks: Fundamental and technical Analysis
• Stocks: Learning how to read the data
• Conscientious Investing—you can actually do good while doing well by seeking companies that have positive impact
• Buy What You Know - the consumer choices we make often are reflective of the growth potential of the companies that produce them
• If your strategy has been Buy, Hold, Pray then it may be time to reevaluate your portfolio
• Putting together a portfolio: Mock it up
Workshop schedule
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Thursdays at 5:30 – 6:30 360 Sun Valley Road, Ketchum, Idaho - 2nd floor
Topics Include
Fun Female Facts
70PERCENT 50+
of women feel misunderstood by
automotive marketers
of women feel misunderstood by investment
marketers
$90BILLION
worth of consumer electronic purchases in 2007 were influenced by women
American women over the age of fifty are the healthiest, wealthiest and most active generation of women in history.
- Demographics by Mark Miller
40%
PERCENT OF STOCKS OWNED BY WOMEN
74%
OF NEW BUSINESSES ARE STARTED BY WOMEN
84%
Want SCC to come to your neck of the woods or hold a private workshop?We travel the country conducting workshops of all sizes & will adjust topics to accommodate audience needs.
