Wealth Coaching Classes Schedule

We would like all our clients and family members to attend these classes. Only with knowledge can you enhance your Peace of Mind and understand that you are in the LAST investment strategy you will every need, your children will ever need, and the last investment strategy your great grandchildren will ever need! Come and find out WHY!!!

Check your class list to see what classes you still need to take to graduate from the 12 Free Market/Investor Education Classes (see link), or what classes you would like to retake! New students will receive a 3” 3 ring binder, handouts, and class dividers.

August 2010
Mini Boot Camp Schedule

This fall we will be putting video classes on our updated website, however until that begins we are offering these short summer mini boot camps. These short classes are a mixture of new classes and presentations so just come to listen and learn!

All classes are Tuesday or Thursday nights from 6-7:30 PM at Phyllis’ home.

Everyone is welcome, especially your family and friends.  August 5 is the Separating Myths Class, so bring everyone to that one for sure!  

Please contact Deb (616-302-9049) or Debbie (1-800-615-0435) by the Friday before the class you plan to attend, so we prepare the correct amount of handouts. 

We will have a light snack here for you.  Children are welcome to swim in our pool during the classes.  Jerry has offered to watch them.  Come casual!

August 3        Being a Holistic Steward #3    (Last class of the Stewardship Series)
                     “Should I Be In the Market?”  You Tell Me

August 5        Separating Myths from Truths: The True Story of Investing

This takes the whole time allotment, so bring friends and family and help them understand why your portfolio is so different and why you are happier than they are!

 August 10      Seven Deadly Investor Mistakes
                      But This Time It Really Is Different!

 August 12      The Sky Is Falling....NOT!
                      Rebalancing

August 17       Save the Investor Save the World
                      Becoming a Seasoned Investor

Increasing your Peace of Mind

Free Public Movie Event
Navigating the Fog of Investing



Creating your Abundant Future Now!
WEALTH COACH EXPERIENCE - CLIENT CLASS LIST

 

A. Investor Education Classes: Understanding MPT (Modern Portfolio Theory)

Series I
  1. Separating Myths from Truths: The Story of Investing (Investment TRUTHS regarding active vs. passive investing) Non clients are welcome to this MPT overview class. Please come and bring the people you care about the most, your family and friends.
  2. Choosing Your Investment Philosophy (Clarify your market belief and investment strategy to simplify your investment decisions)
  3. Examining Your Expectations (Clearly assess the difference between investment expectations and reality)
  4. Dimensions of Risk and Return (The academic components most critical to the long term growth of your portfolio)
    Series II
  5. The Investment Vortex: Getting Through the Black Hole of Investing (Understand acceptable portfolio performance)
  6. Structuring Your Free Market Portfolio ( Learn how market risk is determined)
  7. Costs: The Dark Side of Investing (Costs can determine your investment failure or success)
  8. The Critical Mindset for Harnessing the Power of Free Markets (Learn why markets are unpredictable)
    Series III
  9. History of Investing (Examine the birth and evolution of investing)
  10. The Benefits of International Investing (International vs. Domestic Investing)
  11. Putting Risk to Work for Your Portfolio (Learn to manage various investment risks)
  12. The Grand Enigmas of Investing (Understand how each Enigma affects your investment decisions)

B. Life Coaching Classes: Increasing Your Peace of Mind

Series I
  1. Discovering Your True Purpose for Money/Life (Integrating your values and lifetime goals)
  2. Defeating Your Money Demons (Reveal your long held beliefs about money)
  3. Focusing on Your Future View (Envision your preferred future and develop steps to achieve it)
  4. Revealing Your Distinctive Genius ( Why did God put you on earth now?)
    Series II
  5. Integrity Principle (Your behavior speaks louder than words)
  6. Reality Worksheet (What’s working and what’s not working)
  7. Creating Your Core Covenants (Devise meaningful agreements with the most important people in your life)
  8. Customizing Your Lifelong Gameplan (Bringing all your information together)

C. Whole Life Stewardship: Fulfilling God’s Great Commission

  1. The Stewardship Solution (What are you doing with all of God’s money?)
  2. Stewardship for the Yachtless (Non millionaires can also have a Giving Plan)
  3. Being a Holistic Steward (Stewardship needs to be in all of your life)

 

INVESTMENT TRUTHS: SEPARATING MYTHS FROM TRUTHS

Trillions of dollars were needlessly lost during the 2000-2002 soft market. Most S&P portfolios tragically lost more than 30%! Did your growth portfolio lose more than 8.2%? If so, you definitely need a better portfolio.

Are your investments TRULY diversified, or are you investing based on myths and lies the media and financial world want you to believe?

Are you gambling away your Peace of Mind while your broker gets richer?

Are you ready to discover the LIES and learn the TRUTH? Do you want to eliminate your financial stress, stop your information overload, and never again feel the need to listen to TV and radio market forecasts?

Women (and men), you cannot afford to follow the path of least resistance and “go with the flow”. You need the TRUTH, which makes you free. Once you understand this academic strategy, which won the 1990 Nobel Prize in Economics, you too will want this for all your personal and retirement accounts.

Yes, there is another way to invest! This presentation will show you how to gain real happiness, eliminate financial stress, and achieve true Peace of Mind while achieving better than market returns, with less risk.


CLIENT CLASSES: INVESTOR EDUCATION SERIES #1 CLASSES 1 - 4

We start with the MYTHS class above and go on to learn how to avoid common investment mistakes by aligning your virtues with your investment philosophy. This series also takes you through steps to help you understand the relationship between expectations and results and the last week of this 4-week series helps you clarify your understanding of the dimensions of risk and return, the very basis of investing!

Throughout the four weeks, you will learn how using the academic Modern Portfolio Theory strategy, which won the 1990 Nobel Prize in Economics, can bring you peace of mind while becoming a more knowledgeable and successful investor.

This class is specifically focused on mature Christian woman investors, however all investors are welcome to attend.
CLIENT CLASSES: INVESTOR EDUCATION SERIES #2 CLASSES 5 -8
These four classes are a continuation of Series One, going deeper into the understanding God’s perfect market: the deviation of returns over time, the hidden costs of investing, harnessing the power of free markets, and structuring your portfolio.

We need an exact count 2 days before the class, as we purchase the materials for each family/household. When you retake a class, please bring your previous class materials with you. If you missed a class in Series One, please contact Lynn to save your spot in that class. We want you to attend ALL the classes. Yes, every one!

CLIENT CLASSES: INVESTOR EDUCATION SERIES #3 CLASSES 9 - 12

These four classes are a continuation of INvestor Education Series #2, learning about the history of investing, the benefits of international investing, putting risk to work for your portfolio and the grand enigmas of investing.

CLIENT CLASSES: LIFE COACHING SERIES #1

Why did God put you on earth now? What do you need to do now, so you will not have regrets later? What is your vision of your future? Experience the beginning of your life-coaching journey by discovering your true purpose for money, a statement of the most important values that you want to express; by the way you use money.

CLIENT CLASSES: LIFE COACHING SERIES #2

These four classes are a continuation of LIfe Coaching Series #1, discovering about your integrity principle, doing the reality checkup, creating core covenants, and customizing your lifelong game plan.

CLIENT AND FRIENDS CLASSES: WHOLE LIFE STEWARDSHIP

These three classes focus on fulfilling God's Great Commission by learning about the Stewardship Solution, Stewardship for the Yachtless, and being a holistic steward. .

HOW TO AVOID 401K INVESTMENT MISTAKES - Is Your Company 401(k)/Retirement Plan an Asset or Liability?
Are your employees proud of your 401(k)/Retirement Plan benefits? Or, does your 401k/Retirement Plan have problems: under performing the market, high administration fees, using your broker as your ERISA fiduciary, poor employee productivity and retention, and employees wanting professional investment advice?

Before any Retirement Plan changes are made, employers need to attend this 401(k) Class to learn how to escape typical Plan problems: stock market selecting, track record investing, market timing, and the high costs of investing.

Employers who attend will qualify for their company’s personalized FREE Retirement Plan Analysis, completed by a certified retirement plan appraiser.


DOES YOUR CHRISTIAN ORAGINAIZATION NEED A PERPETUAL INCOME FREE FROM THE NEED TO SELL?
Capture Additional Money For Your Ministry …

Set your ministry apart from every other organization; while at the same time provide unique benefits to your members. Imagine a program where your members receive incredible benefits and a program that generates ongoing dollars to your ministries bottom line.

Market not only to new members (yes, you will have the money to market) but a program where your existing members are thanking you because of the incredible benefits they are receiving; a program that excites your members to recruit others to your ministry.

An ministry program that actually BENEFITS the members and the association!

The Association Marketing Program (AMP) focuses on educating and coaching your members about their investments- 401k, 403b, pension plans, personal investments, ROTH's, and IRAs. This program not only gives your members access to the hardest to get institutional funds and a Nobel Prize winning strategy, but also provides the latest in investment education and coaching.

THIS IS NOT A COMMISSION PRODUCT OR SALES PROGRAM.

This program is the best-kept secret for investors. Just think, your members get the same investment opportunities and strategies as those employees of the largest companies of the world get.

We have had the opportunity to help many associations implement this program with great success. And the best part is that your association gets paid- FOREVER!

INVESTMENT TRUTHS FOR CHRISTIAN TEENS

Have your teenagers played the Stock Market Game in school? Don’t let your loved ones think the only way to invest is to play the market, which is really “The Loser’s Game”!

Students are NOT learning what they need to survive in the investment world. STOP them from repeating your investment mistakes. Now teach them the TRUTH about investing and how to become successful investors with lower risk. Parents are welcome.



Overview:
Let Wordhouse Wealth Coaching help you align your life with your vision to create ultimate happiness and financial independence. We can help you integrate your virtues with your family’s financial philosophy. The Wordhouse Wealth Coaching Experience curriculum is based on mutual trust and the common focus of discovering and expanding upon your True Purpose for Money.

Financial freedom starts with financial education! Learn the efficient and proven ways to avoid the most common and costly mistakes investors continue to make.

Wall Street is NOT your friend. In 2000-2002 millions of investors unnecessarily lost trillions of dollars. Stop believing the investment propaganda. Learn the TRUTH about investing.

Avoid the scandals, stock picking, market timing, surrender charges, expensive cost of investing, poor asset allocation with duplicity of investments, and style drift while receiving market rates of return with lower risk and lower costs.

Educate your children now about your values and virtues. Teach them that the right investment strategy NEVER changes! Help your next generation become better and more informed investors and show them the way to achieve their purpose, passion and financial goals.

Wordhouse Wealth Coaching helps you get in touch with your authentic self and your vision of an ideal future through our classes, seminars and retreats.

Maria and Phyllis will gladly present a class for your group, company, family, or ministry. Please contact Info@WordhouseWealthCoaching.com