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Successful Investing for Women gave you everything you need to know to invest on your own - it gave you the what. It got you in an upright position and walking. However, over the years I have learned that most people need ongoing support and more detailed coaching before they're ready to run.
Once an individual finished Successful Investing for Women, I would typically coach them on a 1:1 hourly basis over several months, putting into action all of the necessary steps. I now realize the additional support and training needed can come to you by creating an advanced class. The cost to you will be much less than 1:1 coaching and will take weeks, not months. This class will provide you with step-by-step instructions. At the end of this course, you will know exactly how to transition into managing your investments yourself. Not only will you be upright... you will be off and running and in charge of your own destiny! | I would highly recommend Megan 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 | When: Tuesday evenings - July 14, 21, 28 and August 4. Time: 7:00-8:30 PM MST/6:00 PST/9:00 EST/8:00 CST Investment: $1295. The cost includes 4 90-minute webinar classes, a 110+ page manual, proprietary tools that simplify the process, as well as complete recordings of all the calls. 
People typically pay me $2900 to get this level of advanced education. But because of advances in webinar technology, groups can now work together and continue learning from each other for a much smaller investment. Most of you have paid many thousands of dollars to your advisors over the years for often questionable service and certainly questionable results during this bear market. You will make this small investment only once and by doing so, you will have everything you need to manage your investments on your own. Or, for those of you who wish to continue working with an advisor, you will be able to give clear guidance as to how you want your investments managed. |
During this webinar series you will learn how to:
- Assess your current portfolio holdings
- Manage all of your investments and accounts as one unit
- Decide which holdings to keep and which ones to sell
- Evaluate your asset allocation
- Create a portfolio from scratch or rebalance what you
already have
- Pick stocks from recommended investment newsletters
- Use the 2-month uptrend information I send out
- Buy and sell stocks or funds
- Set up tradestops and use it
- Determine if a stock is in a 2-month uptrend
- Discern what information is important vs. noise and distraction
- Create your own money rules and stick with them
- Keep things simple
- Minimize the time needed to be a successful investor
- Decide which holdings to put into which accounts
- Set up an online brokerage account so you can transfer your assets
| As a part of this course you will receive proprietary tools that have been created to simplify this process. These tools make this a "plug and play" system that ensures a minimum time investment on your part, while being able to manage your investments in a way your advisors never did.
You
will receive the following spreadsheets:
- An asset allocation spreadsheet that automatically calculates position size, 1% risk and total dollar goal and actual for each asset class.
- An updated 2-month uptrend sheet every 7-10 days. This gives you the current stock recommends from our newsletters. This sheet shows you: which stocks and funds are in a 2-month uptrend, which asset class and sector they belong to and what the yield is.
- Stock purchase sheet. This spreadsheet calculates the number of shares to purchase, the exact trailing stop you will enter into tradestops and keeps track of the money you are spending while making your purchases.
| I am a “baby boomer” MD who has always had a nice income and great job security. For reasons common to many women, however, I developed 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. 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. I also lost a lot of 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 quickly 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 | Remember, DYO Investing has already been identified as one of the new trends coming out of this financial collapse. The financial industry wants you to believe you can’t understand it, it will take too much of your time and… that is just not true. When: Tuesday evenings - July 14, 21, 28 and August 4. Time: 7:00-8:30 PM MST/6:00 PST/9:00 EST/8:00 CST Investment: $1295. The cost includes 4 90-minute webinar classes, a 110+ page manual, proprietary tools that simplify the process, as well as complete recordings of all the calls.
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 |