SPEAKER / TRAINING
TOPIC DETAILS
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PRESENTATION TOPIC #1
My Money Audit
Do you know exactly where your money is going? Or, do you sometimes wonder if your finances are as organized as they could be?
Presented by Lori Wilson
PRESENTATION DETAILS
In this engaging 45-minute presentation, your audience will learn how to evaluate and organize their full financial picture in five key areas. Together, we’ll explore how to assess their financial foundation; income, debt, protection (insurance), savings, and investments, giving participants a solid starting point for financial stability and growth.
YOU WILL LEARN
Here’s what your audience will take away from this session:
- A Complete View of Their Finances: Understand how to evaluate their income, debt, protection, savings, and investment categories to see where they stand today.
- Clear Steps for Improvement: Identify practical, manageable areas of improvement within each financial category and set realistic goals to strengthen their financial standing.
- Simple Tools for Financial Growth and Security: Discover strategies for managing and growing assets while optimizing protections, so they can feel confident about their financial future.
WHAT YOU’LL WALK AWAY WITH
By the end of the My Money Audit Masterclass, you’ll have:
- A Clear Financial Snapshot → Attendees will gain a comprehensive understanding of their current financial situation, including income, debt, savings, and investment details. This organized view will make it easier to identify areas for potential improvement and prioritize financial goals.
- Actionable Strategies for Improvement → Practical steps to optimize their financial structure, reduce debt, boost savings, and strengthen protections. Participants will leave with strategies they can immediately implement to enhance their financial health.
- Confidence and Control → By demystifying their finances, attendees will feel more confident in making informed decisions and taking proactive steps toward their financial goals. They’ll have the clarity needed to stop guessing and start acting with purpose.
This session isn’t just a high-level overview, it’s a hands-on approach to creating an organized, actionable financial blueprint. Attendees will leave with their blueprint and straightforward steps to take control of their financial foundation immediately.
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.
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