August 23, 2018
NAIFA-Dallas Luncheon & CE
Mary Lyons
The Wealth Woman
Personal Economics Group
Mary Lyons is known in the Dallas/Fort Worth area as the "Wealth Woman". She doesn't believe in settling. She believes in having her cake and eating it too! If the best is possible, good isn't good enough. She has become a sought after speaker who teaches financial advisors at national conferences and economic summits.
Personal Economics Group (PEG) has a reputation for being smart. Their focus is on the strategic first, then the tactical, followed by the granular - taking the complex and making it sophisticatedly simple. With Mary's leadership and the help of her very dedicated staff, her firm maintains a book of over 500 satisfied clients. Mary is also recruiting and developing a group of special force, guerilla financial advisors, equipping them with the ability to radically alter the lives of their clients for the better.
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Value-Added Member Benefit:
1 Hour CE following the Luncheon
1:15 - 2:15
SPONSORED BY: The Brokeraage, Inc.
"Major Medical Mess"
Moderated by Mike Smith, LTCP, SGS
Mike Smith entered the insurance business in 1993 as a marketing and agent service representative at The Brokerage, Inc. He is now the President of The Brokerage, an insurance marketing organization licensed in all 50 states. The Brokerage specializes in life, health, financial and senior insurance products and marketing services.
Smith is responsible for The Brokerage's marketing strategy, operations, sales support, web site development, public relations and business development. Mike is an active member of NAIFA, NAHU, NAILBA, BHINI, ALTCI, Sub Centers and The Marketing Alliance. Mike is also the recipient of the NAIFA-Dallas 2016 Advisor of the Year.
Mike and his wife Shannon have three children, Kayli, Kyle and Kinley.