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Wendy Lyon

PROFESSIONAL SPEAKER

Wendy takes the complex world of financial planning and makes it simple, straightforward, and easy to take action in your own life – no matter how big or small your income may be. Wendy does this with a passion and authenticity from lessons learned in her own life which allowed her to come back from tremendous financial setbacks.

SPEAKER CATEGORIES

Finance & InsuranceFinancial FreedomFundraising/Development, Goal SettingIdentity Theft & SafetyInvesting / Financial IssuesMoney MindsetRetirement / AgingWomen In BusinessWomen’s Empowerment

TRAVELS FROM
Fallbrook, California (Southern)

FEE RANGE
, $500 – $2,500

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MEET WENDY LYON (THE “FINANCIAL LYON”)

Wendy Lyon Video Samples

Wendy, “The Financial Lyon,” specializes in wealth strategies that work in real life—not just on paper.  She excels in coordinating financial solutions that provide guaranteed wealth, causing her clients to become confident and worry free about their financial futures. Her goal: “To make futures so bright, my clients need sunglasses.”

Wendy learned the hard way about the value of protection and planning early in life. After her 24-year-old husband died in a motorcycle accident, Wendy was left to raise two daughters, 1 and 3 years old, without having planned for the unexpected.

There are no “do overs” in life, and Wendy’s passion is to inform, educate, and empower women and businesses with lessons learned from her experience – to build wealth on a firm foundation of protection. Wendy can be heard on KCBQ, ESPN, seen on OANN, SD CW6, is the financial contributor for InnovateThought.com and volunteers her time raising funds to rescue children from human trafficking.

Wendy Lyon's Websites

Wendy’s Websites: WendyLyon.com | NYNY2016.com | TakeALeapForward.com

PRESENTATION TOPICS

Some of Wendy’s presentations include:

PRESENTATION #1
Finance and Insurance

Would you rather pay taxes now, later, or never? In this session, you will discover:

  • The secrets the wealthy use to grow their money tax free.
  • The dangers of chasing high rates of return.
  • The only financial product that’s only gone up – never down – for over 160 years.

PRESENTATION #2
Financial Freedom

Statistics now say people are more afraid of retirement than they are of death.

In this session, you will discover:

  • The dangers of using the traditional wealth building formula.
  • The 5 forces that are constantly eating away at your wealth.
  • The 5 steps to ensure financial success.

PRESENTATION #4
Succession Planning (for Your Business)

Seven out of 10 family businesses don’t survive to a 2nd generation. Will your business survive if the unexpected happens?

In this session, you will discover:

  • How to rate your succession risk and create your Succession Action Plan.
  • How to rate your retirement risk and create a Retirement Action Plan.
  • How to rate your estate planning risk and create an Estate Action Plan.
  • How to rate your employee risk and how to create a Key Employee Action Plan.
  • The 7 Ways to buy personal insurance using the company checkbook.

PRESENTATION #5
Women in Business

Women will be the beneficiaries of the largest transference of wealth in US history. However, less than 1 in 6 feel they are “on track” saving for retirement.

In this session, you will discover:

  • Why women have greater retirement income needs than men.
  • How to maximize your 401k.
  • How to capture market growth while maintaining downside protection.
  • How to maximize your current assets to create lifetime income.
  • How to position your wealth to eliminate taxes and management fees.

PRESENTATION #6
Human/Sex Trafficking

In this session, you will discover:

  • Where this crime is occurring and how often.
  • Real life stories of who and where the primary targets are.
  • What you can do to protect your children.

 

AUDIENCES WENDY HAS SPOKEN TO:

Penn Mutual/Sterling Wealth Strategies

  • 2014 monthly series: “What’s Your Financial I.Q.”
  • Annual Symposium
  • Small Business Monthly Panel Discussion
  • Women in Business: Quarterly Conference Discussion

National Latina Business Women’s Association

  • 2014 Financial Education Series

New Year, New You

  • 2015 Annual Event: “You Can’t Go Back and Make a Brand New Start, But You Can Start from Today & Make a Brand New End”
  • How to Take Risk, Fear & Failure Out of Your Retirement Plan

New Year, New You 2015 Women’s Empowerment Series:

  • How Much Is What You Don’t Know Costing You?
  • Evaluate Where You Are Now
  • Lose the Fear About Your Future: Why It Pays to Be Protected
  • What to Do When “Happily Ever After” Is No More
  • What Every Business Owner Needs to Know
  • Retirement Planning at Any Age
  • Moving Forward After Losing Your Partner
  • The Best Gift You Can Give
  • Why Youth Is Your Best Asset

Sage Education

  • i-Annual College Expos – Financial Literacy Education
  • “A Solid Financial Future Does Not Happen By Accident”
  • 5 Ways to Improve Your Credit Score
  • How to Create a Budget/Spending Plan
  • The Difference Between Being a Consumer vs. a Wealth Builder
  • The Importance of Starting Early – What Your Future Can Be if You Do

Foundations SD: 2015 “How to Improve Your Financial Future”

New Year, New You: 2016 Annual Event: “5 Steps to Ensure Financial Success”

Me Tyme Network: 2016 Financial Expert Video Series

The Accelerated Leadership Academy: 2016 Financial Expert

Congressman Scott Peters: 2016 Achieving Financial Fitness Series

The Old Globe Theatre: Rich Girl’s “Real Life” Financial Expert

KCBQ/ESPN: Regularly sought after to speak on women and finance

One America News Network/San Diego Charities/Fundraising Events

Speaking On Human Trafficking

VIDEO SAMPLES OF THIS SPEAKER

RAVE REVIEWS ABOUT THIS SPEAKER

Wendy, you are a gift not just to me, but to the world. Thank you for entering my life. You make a huge difference; you inspire me; you up-lift me; you generate the energy I need to continue doing what I am doing. Bless your heart for all the good you spread here and everywhere around the globe.” Aliza A.

“Wendy, thank you for helping our Small Business Owners become financially secure! It’s women like you who help other women that make this world a better place!” Remy M., President, NLBWA-SD

“Again, I thank you on behalf of San Marcos Unified School District and Joe Molina, Deputy Sector Navigator for Small Business, for your time and commitment for making this a memorable event for all of students. Everyone was truly impressed!” — James H., Founder & President, Sage Business & Education, LLC

“The presentations were superb!” Marianne, Attendee, Annual New Year, New You event

“It was very informative. I was impressed with the way you handled the technical challenges. Great job!” Stania R., Attendee, Foundations SD event (where all the audio/video failed to work)

“The area that I found most helpful was the financial portion …” Student feedback on the College and Career Expo 2015

CONTACT INFORMATION
(760) 390-9380 TEL

WEBSITE
WendyLyon.com
NYNY2016.com
TakeALeapForward.com

TRAVELS FROM

Fallbrook, California (Southern)

FEE RANGE
$500 – $2,500

SPEAKER SOCIAL LINKS