3
fluent
females focused on flourishing fiscally
3 This is not your
mother’s book club.
Through a series of workshops Penny is changing
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, FleishmanHillard New York
$12 to $40 trillion
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.
Having worked on Wall Street for over 20 years, I am hyper-aware of the testosterone driven culture that predicates most sales upon fear and greed.
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 tend to be more purpose driven and through my blog and my series of workshop get- togethers, I want to help women understand how to achieve meaningful investment results that are relevant for them personally.
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.
EIGHT Y
TO
No matter how disconcerting the news is, there are always specific steps to be taken. I want 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.
NINET Y
PERCENT
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
Fun Female Facts
70PERCENT
American women over the age of fifty are the healthiest, wealthiest and most active generation of women in history.
50+
OF NEW BUSINESSES ARE STARTED BY WOMEN
- Demographics by Mark Miller
Workshop Schedule Thursday’s at 5:30 – 6:30 360 Sun Valley Road, Ketchum, Idaho - 2nd floor (wine & pu-pus too) • July 7 - Investing 101- basic concepts and resources • July 14 - Growing income in a low interest environment • July 21 - WTF is an ETF?- what are these ETFs and how do they compare to mutual funds • July 28 - Conscientious Investing-you can actually do good while doing well by seeking companies that have positive impact • August 4 - Buy What You Know- the consumer choices we make often are reflective of the growth potential of the companies that produce them • August 11 - If your strategy has been Buy, Hold, Pray then it may be time to reevaluate your portfolio Want Penny to come to your neck of the woods or hold a private workshop? Penny travels the country conducting workshops of all sizes & will adjust topics to accomidate audience needs.
3
PENNY MANDELL
208.928.7500 cell: 208.721.0360 penny@summitcreekcapital.com www.f3blog.com
PERCENT OF STOCKS OWNED BY WOMEN
40% 84% of women feel misunderstood by investment marketers
$90
BILLION
74%
of women feel misunderstood by automotive marketers
worth of consumer electronic purchases in 2007 were influenced by women