Book Lori To Speak
LORI CAN SPEAK & TRAIN
YOUR AUDIENCES ABOUT
PRESONAL FINANCE TOPICS
INVITE LORI TO SPEAK ...
Would like Lori Wilson to train or speak to your audience about MONEY? Then, contact Lori’s office to discuss a topic, (below), date and time; among other presentation details.
AVAILABLE FOR ...
• Keynotes and breakout sessions
• Workshops and seminars
• Retreats and programs
• Masterminds and other groups
• Panel discussions / group think
• Coaching, consulting and training
• 15-60 minute talks (or longer)
• 1/2 Day, all day, multi-day, etc.
FORMAT ...
Lori can train or speak to your audience via the following formats:
• Webinar (i.e., Zoom, etc.)
• Tele-seminars
• Live, In-Person
... or some other format you might prefer. Let’s discuss!
Note, Lori has so many other topics she can speak on. Check out her book, training articles, and resource links for ideas before contacting her. When you’re ready, let’s discuss the possibilities. I look forward to hearing from you!
LORI WILSON
YOUR MONEY COACH
TRAINER / SPEAKER
POPULAR & EXCITING
Speaking Topics
Choose from among the following topics below to learn what presentation topics await your audience! Each topic can be presented in 45 minutes or longer if desired. Questions? Contact Lori's office for answers, naturally.
MONEY MANAGEMENT
PRESENTATION TOPIC #1
Where do you stand with your money? This is a checkup of where you’re at with your money.
DESCRIPTION
Are you wondering where your finances stand or have you been putting off reviewing your full financial life, now is the time to take action. The longer you wait, the more opportunities you might be missing to save, grow, and protect your money. In our My Money Audit session, we’ll uncover what’s really happening with your finances by diving deep into six key areas and creating a Personalized Financial Blueprint.
PRESENTATION TOPIC #2
Take Charge Of Your Finances & Uncover Where Your Money Really Goes
DESCRIPTION
Are you ready to gain complete control over your finances? In this Money Makeover program, we’ll go beyond just budgeting and dive deep into all areas of your financial life. Using the comprehensive categories from My Money Audit as our guide, we’ll give you a clear picture of your financial foundation by analyzing income, lingering debt, hidden spending patterns, and financial protections.
Even if you've never created a budget, feel like bills are piling up, or find yourself spending without ...
INVESTMENTS, RETIREMENT & LEGACY
PRESENTATION TOPIC #3
Isn't It Time You Got “In-The-Know” On Investments NOW?
DESCRIPTION
Investing wisely and pursuing growth opportunities go hand in hand when it comes to securing your financial future. Whether you’re looking to build your wealth or maximize the potential of your assets, this Intelligent Investing session will give you the knowledge and tools to make informed decisions that support both immediate and long-term financial goals.
PRESENTATION TOPIC #4
Are you really ready to retire? Be honest! Let's talk about this and see where we need to focus on.
DESCRIPTION
The clock is ticking, and whether retirement is decades away or just around the corner, now is the time to take control of your future. Without a clear plan, you’re gambling with your financial security. Planning for retirement is more than just saving, it’s about building a roadmap that ensures you can live the life you want, on your terms. In our Planning for Retirement session, we’ll cut through the confusion and get serious about creating a plan that ...
PRESENTATION TOPIC #5
What’s your plan to protect and perpetuate your legacy after you’re gone or do you even have a plan? (i.e., Trusts, Wills, Insurance, etc.)
DESCRIPTION
Do you have a plan in place to ensure your legacy lives on after you’re gone? Whether it’s for your family, a business, or a cause you’re passionate about, establishing a financial legacy is essential to protect and distribute what you’ve worked hard to build. In the Financial Legacy program, we’ll focus on creating a tailored legacy plan that secures your assets, fulfills your wishes, and provides peace of mind for the future. Together, we’ll explore estate planning essentials, asset protection strategies, and ...
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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