The Board of Directors of the Sun City Summerlin Investment Club thanks you for your interest in presenting a program for our membership. The following information is provided to assist in your understanding of the Sun City Summerlin community, the Sun City Summerlin Investment Club, and its’ members. Presentations are usually scheduled several months in advance.
Sun City Summerlin is an upscale, age-qualified (55+) community in Las Vegas, NV, consisting of 7,781 homes constructed between 1989 and 2000. There are about 13,000 residents in this beautiful retirement community, located in southeastern Las Vegas Valley.
The Sun City Summerlin Investment Club has about 50 members. It is a “For Information” club that provides members with information useful for management of their financial affairs. It is not an investment club that collects funds, nor does it purchase investments. The Club emphasizes to its members that “your investment decisions are your own”.
Our members’ investment knowledge ranges from “needs help” to “very sophisticated”. Most of our monthly meeting attendees have some investment knowledge so that presenters do not have to reiterate the most basic investing concepts, such as “asset allocation” for example. Many members continue to self-manage their investment portfolios, while others have engaged professionals to assist them.
The purpose of the monthly presentations is to provide unbiased financial or investment information to our membership. We have learned over the years that the best way for speakers to benefit from their presentations is to provide valuable information in a professional manner. Our members then feel that ‘these people are really qualified and knowledgeable, and perhaps I should talk with them about what services they may be able to provide me.’ Marketing of company-specific products or services during the presentation is neither required nor desired. We have learned that a low-key approach works the best.
We have also found that one of the keys of a good presentation is a “take away” that the members would typically respond with, “I didn’t know that.”
Our presentations are usually scheduled for about 45 minutes followed by a 15 minute Q&A session. Members who are interested frequently engage presenters after the meetings to discuss key points of the presentation and delve further into the topic.
As speakers develop their presentations, the club President communicates or meets with each speaker about one month prior to the meeting. For non-local speakers, a conference call is a good substitute. At that time the club President would review your proposed topics or a preliminary outline. These meetings or conference calls are kept very informal and are designed to help provide the speaker with valuable input. In addition, the Club requests an electronic copy of the presenter’s bio with a picture so that we can post it for promotional use on our web site and as in an e-mail meeting reminder to our members.
Programs are usually scheduled on the fourth Wednesday of each month, beginning at 6:00 PM. Speakers are requested to arrive no later than 5:30 PM to allow time to meet Club officers, discuss their program, set up AV equipment, and have photographs taken.
Attendance at the monthly programs averages about 30-35 members and guests.
Handouts are encouraged. They can either be placed on chairs before the meeting begins, or can be available on a table for attendees to pick up as they depart. In addition, the SCS Investment Club would like to post the presentation whenever possible to the club’s web site, along with links to the presenter’s web site.
Monthly meetings are usually held in Room 5 at Desert Vista Community Center located at 10360 Sun City Blvd., Las Vegas, NV. The phone number for the Desert Vista Community Center is 702-363-1341.
Audio / Visual equipment is available that can accommodate flash drives. A laptop computer is available to load your presentation or you are welcome to bring your own. If you require any special adapters to connect to standard HDMI then you will need to bring those with you.
Although not required, speakers have provided raffle prizes as part of their program. Raffle prizes in the past have included copies of relevant books or DVD’s, newsletter subscriptions, coupons for local restaurants, or other prizes of nominal value.
Some presenters in the past have chosen to cater the meeting. This is not required. If this is something you would like to provide, the club president will work with you to get accurate numbers for expected attendance.
The primary contact for the Sun City Summerlin Investment Club is the club President, Ray Czajka, at 260-833-8851 or scspf.club@gmail.com.
More information about our Club, such as upcoming speakers and past programs, can be found on our website at http://scspf.club