|
|
My name is Megan Gelhar. I am an independent financial
educator and for the past 9 years I've been working very closely with women just like you,
helping them 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 and in my bones 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 some very important questions:
-
Did your portfolio/401K
take a huge
hit in 2008?
-
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... 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 down (bear) market than need be. 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 the concept of insurance for your portfolio
is probably new to
you. Utilizing
a form of
portfolio insurance MINIMIZES losses in your portfolio AND maximizes gains. These days, wealth preservation is
the most important thing for you to focus on as a result of being
in this volatile market. And it has been long been said that in a bear market
those investors who lose the least amount of money, win.
|
“I
would highly recommend Megan Gelhar for her investment
wisdom, skill and very thorough knowledge of the market.
I have been doing my own investing for over 20 years now and
based on the portfolio analysis Megan did for me, I could
have increased the value of my portfolio over the last year
by 25 %. I will use Megan’s expertise on a regular
basis to continue to build my portfolio. Everyone
should have a yearly investment check-up”!
---
Dr. Tammy Wong, CEO, Fostering Executive Leadership |
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 valuable
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,
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 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, simply
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 workshop. 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, level of knowledge or experience
is, this workshop can move you into becoming a confident and competent
investor.
When:
TBA end of
January 2012
Time:
TBA 6-90 minute classes
Investment: $1895
for one person, $2295 for two.
The cost includes 6 90-minute classes, a 220+ page manual, recordings of all the
calls, plus 4 hours of 1:1 time with me - an $800 value.
This
teleseminar was created to give you the skills you need to
invest successfully and create financial security for yourself and your
family.
Call
Megan now at 510-698-4901 to sign up for this class.
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:
-
Recognize
that a "hands off" approach to investing no longer
works and now find themselves ready to take a more proactive and
educated role.
-
Are
no longer comfortable with their advisor's counsel, "Hang
on, the markets always come back."... but have no idea what
else they can do.
AND
-
Need
to learn
in a safe and comfortable environment from a woman
and with women
only.
|
“I
am a “baby boomer” MD who has always had a nice income
and great job security. For reasons probably common to
many women, however, I developed a lot of anxiety around
finances early in life. I worried I wouldn’t have
enough money to retire on, but was paralyzed by the idea of
delving into it. I just thought it would be too
complicated for me to learn about it. My
unfortunate response was to do nothing and so my investments
stayed “parked while I prayed”. I realize now I
missed out on establishing a healthy relationship with
money.
Well,
Megan did a portfolio analysis for me and in the process I
became better educated. I also lost a lot less money,
$74,300 to be exact, than I would have if I had continued
using my old “buy and hold” strategy. With
Megan’s help, I became so much more comfortable with money
matters and my anxiety all but disappeared. I have
learned so much about the basics of money and how to invest
the smart way. With a quick mind, a HUGE heart and a
healthy dose of humor, she soon became my money therapist.
I would recommend Megan’s work to any woman who has fears
around taking greater control over her finances.”
--- Heidi Syropolous, MD |
I
promise you:
-
There
is an easy, approachable way for you to learn investing.
-
No
one will ever care about your money more than you do!
-
You
are far from alone when you say, "I can't get
this!" I know you can.
|
During
this teleseminar you will learn:
·
How to navigate
the dramatic changes and trends moving into the investment
landscape.
·
Why using a “buy & hold” investment strategy in this market will
lead to financial ruin.
·
The truth
about how the financial industry really works -
why your advisor may be part of the problem.
·
The language of investing made
easy and understandable.
·
What the concept of sufficiency
is and why
it matters.
·
The role your emotions will play in your investment decisions.
·
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.
·
What an exit strategy is, why it is
critical to have one and how to put it in place.
·
A step-by-step simple system you can begin using immediately.
|
When:
TBA end of
January 2012
Time:
TBA 6-90 minute classes
Investment: $1895
for one person, $2295 for two.
The cost includes 6 90-minute classes, a 220+ page manual, recordings of all the
calls, plus 4 hours of 1:1 time with me - an $800 value.
Call
Megan now at 510-698-4901 to sign up for this class.
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
|