Alarmed about your investment losses over the past 2 years?  Guess what?  Most of those losses were  AVOIDABLE!  
 

  • Has the financial collapse dashed a few of your cherished dreams for the future?

  • Have you lost more than 20% of your investments?

  • Has the recent 60% plus rally in the markets provided you with hope that everything is finally returning to "normal"?

If you answered yes to any or all of these questions, then Successful Investing for Women - a 6-week teleseminar series - is a mustTime is of the essence here, so read on to find out what you can do NOW to avoid even more unnecessary losses.   

In retrospect, I came to our first class numb from the gaping hole the market had just gouged in my 401K. I signed up because something had to change - I just didn’t expect it to be me! No one could have convinced me that in a matter of weeks I would possess more confidence about my financial future - even in THIS crazy time - than I ever have in my life.  But that’s what happened.  Megan says, "No one will ever care about your money as much as you do."  And since she knows how old and hidden so many women's money fears can be, she will calmly and wisely teach, coach and provide you with the tools you need until you do, too.

All I can say is, sign up for this class!
    ~ Sherri Cannon, Consultant ~ Rancho Palos Verdes, CA  

 

My name is Megan Gelhar. I am an independent financial educator, NOT a financial advisor, which means I have never represented any investment company, nor do I sell any financial products. Since 2001 I've been working very closely with women just like you, facilitating them to delve into the most frightening, least talked about issue of their lives: MONEY.  

If you are like most women, your first response to learning about investing might be, "I'll never be able to understand it!".  But I know in my heart that you are more than capable of not only understanding it - you can become a successful investor.  I dare say you will enjoy the ride, too!

I'd like to ask you a few more very important questions:

  • Do you worry about having enough money for retirement?

  • Would you like to feel more secure during these uncertain financial times?

  • Do you have health, car and/or home insurance?  How about portfolio insurance?

"Portfolio insurance, (you may ask)... what is that??"

If you don't have some form of portfolio insurance (i.e. a risk management strategy) in place for your portfolio, you will almost certainly incur much bigger losses in a bear or down market.

Putting a strong risk management strategy in place for your investments is very much like having an insurance policy for your home or car.  Very few of us would ever dream of taking to the road without car insurance, yet I imagine the concept of insurance for your portfolio has never occurred to you.

 

Many people I speak with nowadays feel helpless and afraid, while many others say, "I trust my advisor to take care of it."

Here's the good news: This teleseminar series will provide you with invaluable, money-saving information that will calm your fears and have you feeling more in control, no longer at the whim of the markets.  The even better news is: this isn't an issue about whether or not you trust your financial advisor - this is about YOU taking a more proactive and educated role while working with him or her.

I can assure you, if you are currently in a "buy and hold" situation with your portfolio (as most were in the last bear market of 2000-2003), digging yourself out of that hole will take years and years!  Most people who were invested in mutual funds with a buy and hold strategy during the last bear market, just got back to breakeven last fall.  Then the bottom fell out all over again! 

I have seen many folks - including those well into retirement or close to retirement - lose 30-45% of their assets.  Guess what?  They don't have enough years left to make up for those losses!  Plus, when one is digging out of a hole that big, it's a  scramble just to get back to even.  The most troubling fact is, now all those years of additional growth and compounding have been lost as well.

I meet with many of my clients' advisors.  They are all men and women my clients trust.  When I ask these advisors how they can sit by and watch all those losses accumulate, I quickly realize they are all very good people doing the best they know how to do. The problem is most of them just don't KNOW what to do. Anyone can look like a genius when the markets are booming.  But it takes skill and knowledge to maneuver and minimize losses in a down market.  My experience tells me that very few advisors have these skills in place.

What can you do?

If you want to transform your fears into confidence, confusion into clarity  and begin taking charge of your money matters, then get your calendar out and reserve your spot for this class. It will be life-changing and there has never been a more opportune time for you to jump on board!  No matter what your current situation or level of knowledge and experience is, this workshop can move you into becoming a confident and competent investor.

When: Monday evenings - February 1, 8, 15, 22, March 1, 8. 

Time:  6:00-7:30 PM Pacific time/7:00 Mountain time

Investment: $1195 if you sign up before midnight Tuesday, January 26th.  After that date the cost will be $1495. The cost includes 6 90-minute classes, (at least three of them as a webinar), a 220+ page manual, 30 minutes of individual coaching time with me as well as complete recordings of all the calls.  (Call me at 510.698.4901 for special pricing for two people.)

This teleseminar will give you the skills you need to become a successful investor and create financial security for yourself and your family.


Did you know that women make better investors than men?  
No kidding! 
Join me and find out how you can be one of them.

This teleseminar is for women who:

  1. Recognize that complacency is NOT a financial strategy and now find themselves ready to take a more proactive and educated role.

  2. Are no longer comfortable with their advisor's counsel that goes something like, "Hang on, the markets always come back"... but have no idea what else they can do.   
    AND

  3. Need to learn in a safe and comfortable environment.

 

I can say that Megan's work is disruptive, fascinating, essential and totally worth it! Sadly, my investment strategy up to that point was complacency - trusting my financial advisor knew best.  But after losing 40% of my investments, I truly see the value of becoming better educated and taking more ownership. Now I actually enjoy managing my investments, something I never thought would happen!

My work with Megan has saved me tens of thousands of dollars!
    ~ Victoria Castle, Author ~ "The Trance of Scarcity"

I promise you:

  1. There is an easy, approachable way for you to learn investing.

  2. No one will ever care about your money more than you do!

  3. You are far from alone when you say, "I can't get this!"  I know you can.  

During this teleseminar you will learn:

  

  • The language of investing - made easy and understandable.
      

  • Simple, effective and profitable investing secrets taken from the Master Investors who know how to make money in all markets.  Learn how to minimize risk and maximize gains - strategies very few financial professionals use.

  • How to measure how well your financial advisor is doing with your money.
     

  • What an exit strategy is, why it is critical to have one and how to put it in place.
     

  • The role your emotions will play in your investment decisions.
     

  • Why complacency really isn't a financial strategy and what you can start doing NOW to prevent further losses.  

  • A simple system for investing that you can begin using immediately.

  • Step-by-step instructions for managing your investments yourself or to work with your advisor in a whole new way.

When: Monday evenings - February 1, 8, 15, 22, March 1, 8. 

Time:  6:00-7:30 PM Pacific time/7:00 Mountain time

Investment: $1195 if you sign up before midnight Tuesday, January 26th.  After that date the cost will be $1495. The cost includes 6 90-minute classes, (at least three of them as a webinar), a 220+ page manual, 30 minutes of individual coaching time with me as well as complete recordings of all the calls.  (Call me at 510.698.4901 for special pricing for two people.)

This is what I know for sure: there has never been a time in your life when investing in yourself and your future was more important.  

I look forward to being with you!

 Megan

 


Legal Information

I am a financial educator, NOT a financial advisor. Any information you receive during this seminar is for educational purposes only and therefore is not to be construed as financial advice.  


Transformational Investing
2819 Regatta Drive  

Oakland, CA  94601  

510.698.4901

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