SPEAKER / TRAINING
TOPIC DETAILS
CHECK AVAILABILITY
Contact Lori's office for a prompt reply to see if she has a calendar opening to speak to your group.
PRINT TOPIC HANDOUT
This presentation has a handout for your attendees to use during Lori's talk. Click below to view/print it.
PRESENTATION TOPIC #2
Money Makeover
Are you working hard, making good money, yet not sure where it’s going or have high debt?
Presented by Lori Wilson
PRESENTATION DETAILS
Do you ever wonder where your money actually goes each month? This Money Makeover session dives into the “mysteries” of your finances, helping you understand income flows, hidden spending, debt, and how well your finances are protected. This 45-minute presentation is designed to equip you with a step-by-step approach to take control of your finances, eliminate uncertainty, and achieve clarity and confidence.
TOPICS COVERED
Here’s what your audience will walk away with from this Money Makeover presentation:
- Personalized Financial Blueprint Essentials → Understand the key elements needed for a personalized financial blueprint, including income, spending, debts, and protections. Your audience will learn how to create a clear snapshot of their finances and the importance of this blueprint in guiding their decisions.
- Strategies for Debt and Income Management → Get practical, straightforward strategies for managing and reducing debt and growing income. Whether it’s identifying spending leaks or discovering additional income opportunities, participants will gain actionable ideas to free up resources for savings and future investments.
- Confidence Through Financial Protection → An overview of assessing insurance and financial safeguards to ensure they’re well-protected. This session will help the audience understand essential protections and how these safeguards can provide peace of mind, allowing them to focus on their long-term financial goals.
WHAT YOU’LL WALK AWAY WITH
By the end of this Money Makeover Masterclass, you’ll have:
- A Personalized Financial Blueprint → Participants will receive a clear and actionable plan outlining how to effectively manage debt, optimize income, and establish essential financial protections. This blueprint transforms financial stress into a structured, manageable approach that sets the stage for lasting financial stability.
- Debt Reduction and Income Strategies → Learn practical, easy-to-implement methods for reducing high-interest debt and explore ways to boost income. From career advancements to potential new income streams, attendees will gain the tools needed to create a foundation for future financial growth.
- Renewed Financial Confidence → By addressing pressing financial challenges and developing a strategic roadmap, participants will walk away with the confidence to make informed, empowered financial decisions and secure a brighter financial future.
By the end of the Money Makeover presentation, your audience will have practical insights and tools to organize their finances, control spending, tackle debt, and build a strong financial foundation for a secure future. This isn’t just a plan, it’s a path to financial clarity and confidence.
DURATION / FORMAT
- TIME: This is a 45-minute presentation.
- FORMAT: Sessions are held via Zoom, with interactive discussions and with live Q&A at the end.
Contact Lori's office to see if she has a calendar opening to speak to your group on this topic (and possibly others). Your inquiry will surely receive a prompt reply.
SOCIALIZE WITH LORI ON:
As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
© 2025 by LoriMoneyCoach.com