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LORI WILSON'S OFFICE
Author and Financial Expert Lori Wilson Expands Impact With Dynamic Speaking Services ... Seasoned author of three books on money and personal finance now booking keynote talks, workshops, and engaging presentations; available for interviews across media formats!
[Escondido, CA] — Lori Wilson, author, personal finance expert, and founder of a leading financial coaching platform, today announces her expanded speaking services designed to educate, motivate, and empower audiences on money mastery. With three published books on money and personal finance to her credit, Wilson brings clarity, actionable insights, and engaging delivery to audiences of all sizes.
As a highly sought-after speaker and trainer, Lori Wilson is available for keynotes, breakout sessions, workshops, retreats, panel discussions, and customized programs.
Her presentation formats include live in-person events, Zoom/webinars, teleseminars, and multi-day trainings — offering flexibility to meet the needs of corporations, community groups, nonprofits, and event planners alike.
Featured Speaking Topics Include:
My Money Audit — Learn where you truly stand financially by uncovering the six key areas of your money life and creating a personalized financial blueprint.
Money Makeover — Dive deep beyond budgeting to analyze income, debt, spending patterns, and protections to gain full control of your financial foundation.
Intelligent Investing — Gain the tools and knowledge to make confident investment decisions that align with both immediate and long-term goals.
Retirement Readiness — Discover how prepared you truly are for retirement and build a roadmap to financial security that supports the life you want.
Future Legacy — Explore strategies to protect and pass on your legacy through estate planning, asset protection, trusts, wills, and more.
Wilson’s talks are crafted for audiences seeking practical financial guidance, whether they’re just beginning their financial journey or preparing for major life transitions. Her presentations blend real-world experience with actionable steps that audiences can implement immediately.
Learn More About Lori's Speaking Topics
Access all of Lori's speaking programs here: LoriMoneyCoach.com/speaking
Media Availability & Interview Bookings
In addition to speaking engagements, Lori Wilson is available for media appearances and interviews on a wide range of platforms, including:
Telephone interviews
Zoom or online live sessions
In-person media events
In-studio recordings
Interview article format
Wilson can tailor interviews to fit the needs of podcasts, broadcast segments, magazine features, blogs, and digital publications — sharing her insights on personal finance, financial literacy, money mindset, and more.
Her expertise especially resonates with audiences seeking context around financial confidence, practical money management, and strategies for long-term financial well-being.
To request an interview with Lori Wilson, please contact her office. Thank you for considering Lori for your media coverage. She'd love to be a part of your story.
About Lori Wilson
Lori Wilson is a personal finance coach and author dedicated to helping individuals and communities strengthen their financial literacy. With nearly two decades of experience in financial services and a mission rooted in accessible education, Wilson empowers listeners to make confident, informed decisions about money. Her speaking engagements and published works have reached audiences looking for clarity, action, and real-life financial transformation.
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LORI WILSON
YOUR MONEY COACH
For over 18 years, I immersed myself in the world of financial services as an advisor, mastering a broad spectrum of areas from insurance (i.e., life, disability, long-term care, health) to investments and comprehensive financial planning. Today, I'm dedicated to helping my clients improve their financial literacy, as too many people are so unprepared — not just for retirement, but for managing their day-to-day finances. This has to change. The ever lurking problem is that money does bring up both anxiety and fear, not just because people lack capability or the ability to grasp or understand money, but because financial literacy was NEVER TAUGHT to them, either by their parents, society, in school or a combination of those three.
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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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