You Are Invited to Attend
Buy and Hold? BUST!!
How to come out of this prolonged financial meltdown with your dreams and portfolio intact.

Facilitated by investing expert Megan Gelhar, Founder of Money Makeovers For Women, a solution-based financial education company.

When: Wednesday May 13, 2009 6:30-9:00 PM 
Where: Holiday Inn Express, 2300 W Coast Hwy, Newport Beach (55 S to PCH, Left on PCH for 1/2 mile, on the left)
Cost: Our Gift To You

A Message From Megan:

Hi, everyone.  I hope you’ll come to this free, interactive and educational event hosted by Michael DiStefano and me.  Now more than ever it is time to wake up and realize that the game has completely changed.  The old rules no longer apply and investing strategies that once seemed to fit the whole world are pretty much dead in the water and can actually lead to financial ruin. 

During the evening we will discuss:

  • How we got here and what it’s going to take to get us through it.

  • What the Master Investors have always practiced - known as the “Secrets of the Masters” - that you and most financial advisors may not know concerning investing strategies that really work!

  • Why including risk management in your investment strategy will save you hundreds of thousands of dollars.

  • Why continuing to use a “buy and hold” strategy could lead to disastrous results.

  • What the new game is and how to play by the new rules.

I can assure you - at the end of the evening you will walk away with a brand new perspective and very specific action steps you can take that will allay your fears and reduce your anxieties about the current financial crisis. 

We will share some wine together first, munch on hors d’oeuvres and later on (I promise), we will even have a little fun!  There are definitely more challenging times ahead.  But I want you to know it is going to be O.K.  If you become more aware, better educated and clear on what matters most to you while learning the rules of the new game, you WILL be O.K.

A bit about my background: I have a degree in Engineering and then went on to spend 25 years in the corporate arena managing manufacturing operations for Fortune 100 companies.  My own questions about money led me to a mentor, Dr. Van Tharp, an internationally known coach who works with traders and investors all over the world.  I was so captivated with his teaching and approach that I studied with him for the next four years and then chose to make a career change as a result. 

I took what I learned about some simple but very powerful investing concepts and packaged them into an easy-to-understand system that people from all walks of life can learn and manage for themselves, or, one they can easily guide their own financial advisors to implement for them.

This work is creating a growing community of better educated folks who are learning and using these valuable tools to help them keep as much money in their portfolios as possible.  It is transformational, progressive and unique for each individual, but the result of the work is in one way always the same: learning these tools is incredibly beneficial simply for their educational value, but taking action and applying them also always leads to major shifts in both the “bottom line” within people’s portfolios as well as gaining greater levels of competence, confidence and peace of mind. 

I am an independent financial educator, NOT a financial advisor.  I don’t sell financial products and never plan to.  I like to describe myself as a “social facilitator for a conversation very few want but need to have.”  My focus up until now has been to work primarily with women, hence the name of the company.  However, my clientele has expanded this last year to include couples as well as any individual who is ready and willing to gain greater control of their financial future.  We all need to evolve and grow together in order to navigate our way through this troubling crisis!

Tony and I both look forward to seeing you on Wednesday, May 13th.

Megan & Michael

If you prefer, you can register by calling 720.536.8071.