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Creating foundations for wealth through money mastery!
MasterMyMoney.com ©2014-2015 Reese Financial Services. All rights reserved.
10-Step System to Understanding & Maximizing Your Employee
Retirement Benefits So You Can Take Advantage of What Your
Company Has to Offer, Improve Your Well-being in the
Workplace and Grow Your Retirement Savings
Audiences are saying...
A Workplace Offering That
Drives Productivity & Attrition
Money Mindset * Money Story * Money Skillset
Are your employees taking full advantage of their employee retirement benefits? Are productivity and attrition are risk? Do you want
to improve your workplace offering without significant cost? Then secure Dr. Reese to share “10 Step System to Understanding
& Maximizing Your Employee Retirement Benefits So You Can Take Advantage of What Your Company Has to Offer, Improve Your
Well-being in the Workplace and Grow Your Retirement Savings” an employee-centric offering that promotes your company’s value
to employees as demonstrated via your retirement benefits program. Your employees will learn exactly what they need to make the
most of their retirement benefits.
Dr. Dominique’ Reese, owner of Reese Financial Services and creator of Master My Money™ and Master
My Money University™, is a personal finance expert, coach and strategist, speaker, educator, author,
and consultant with over 10 years experience in the financial services industry. Dominique’ graduated
from Princeton University and worked in corporate America in various roles, including as a Business
Development Director of NestWise, a financial service company, where she offered workplace financial
education and advice programs to companies that needed to improve their sub-optimal plan utilization
and as a Merrill Lynch Advisor, where she managed $4 million as the financial planning specialist on her
team. Now, she shares what she has learned from her adventures on Wall Street, in Corporate America
and as an entrepreneur, that contributed to her success as an esteemed professional. Dominique’s
“10 Step System to Understanding & Maximizing Your Employee Retirement Benefits So You Can Take
Advantage of What Your Company Has to Offer, Improve Your Well-being in the Workplace and Grow Your
Retirement Savings,” is delivered to corporations of all sizes across the nation.
•	 Reveal the short and long-term benefits of your company’s employee benefits,
	 including 401(k)
•	 Positively impact employee peace of mind, savings rate and performance over time
•	 Drive action to improve retention rate, productivity and utilization of benefits and 401(k)
•	 Increase comprehension of and enrollment in the employee benefits,
	 including 401(k)
“Ms. Reese captivates, educates and illuminates! She is a dynamic engaging speaker that understands
the needs of her audience. She exceeded our expectations, so much so, that we welcomed her back,
as a featured keynote speaker. She equipped our members with specific tools that they can use not only
in business and their careers, but in life. I highly recommend Dominique’ as a professional articulate speaker
with an expertise to be shared with those who need it most.”
- Mark Moehlman, Managing Director and Partner, Beacon Pointe Wealth Advisors & Founding Member,
Center for Investment and Wealth Management at the UC Irvine Merage School of Business
To book Dr. Dominique’ Reese for
your event or for more information,
call 1-213-787-4399
or email Dominique@
reesefinancialservices.com
“She is such a dynamic speaker!”
“You really broke down the information in a way that I could understand it.”
“You were great and you speak really well!” “Great job!”
“You should come speak to our women’s group.” “I enjoyed your speech.”
“Your story is so inspiring. Thank you for sharing and being an open book!”

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DominiqueReese_SpeakerOutline_10StepSystem

  • 1. Creating foundations for wealth through money mastery! MasterMyMoney.com ©2014-2015 Reese Financial Services. All rights reserved. 10-Step System to Understanding & Maximizing Your Employee Retirement Benefits So You Can Take Advantage of What Your Company Has to Offer, Improve Your Well-being in the Workplace and Grow Your Retirement Savings Audiences are saying... A Workplace Offering That Drives Productivity & Attrition Money Mindset * Money Story * Money Skillset Are your employees taking full advantage of their employee retirement benefits? Are productivity and attrition are risk? Do you want to improve your workplace offering without significant cost? Then secure Dr. Reese to share “10 Step System to Understanding & Maximizing Your Employee Retirement Benefits So You Can Take Advantage of What Your Company Has to Offer, Improve Your Well-being in the Workplace and Grow Your Retirement Savings” an employee-centric offering that promotes your company’s value to employees as demonstrated via your retirement benefits program. Your employees will learn exactly what they need to make the most of their retirement benefits. Dr. Dominique’ Reese, owner of Reese Financial Services and creator of Master My Money™ and Master My Money University™, is a personal finance expert, coach and strategist, speaker, educator, author, and consultant with over 10 years experience in the financial services industry. Dominique’ graduated from Princeton University and worked in corporate America in various roles, including as a Business Development Director of NestWise, a financial service company, where she offered workplace financial education and advice programs to companies that needed to improve their sub-optimal plan utilization and as a Merrill Lynch Advisor, where she managed $4 million as the financial planning specialist on her team. Now, she shares what she has learned from her adventures on Wall Street, in Corporate America and as an entrepreneur, that contributed to her success as an esteemed professional. Dominique’s “10 Step System to Understanding & Maximizing Your Employee Retirement Benefits So You Can Take Advantage of What Your Company Has to Offer, Improve Your Well-being in the Workplace and Grow Your Retirement Savings,” is delivered to corporations of all sizes across the nation. • Reveal the short and long-term benefits of your company’s employee benefits, including 401(k) • Positively impact employee peace of mind, savings rate and performance over time • Drive action to improve retention rate, productivity and utilization of benefits and 401(k) • Increase comprehension of and enrollment in the employee benefits, including 401(k) “Ms. Reese captivates, educates and illuminates! She is a dynamic engaging speaker that understands the needs of her audience. She exceeded our expectations, so much so, that we welcomed her back, as a featured keynote speaker. She equipped our members with specific tools that they can use not only in business and their careers, but in life. I highly recommend Dominique’ as a professional articulate speaker with an expertise to be shared with those who need it most.” - Mark Moehlman, Managing Director and Partner, Beacon Pointe Wealth Advisors & Founding Member, Center for Investment and Wealth Management at the UC Irvine Merage School of Business To book Dr. Dominique’ Reese for your event or for more information, call 1-213-787-4399 or email Dominique@ reesefinancialservices.com “She is such a dynamic speaker!” “You really broke down the information in a way that I could understand it.” “You were great and you speak really well!” “Great job!” “You should come speak to our women’s group.” “I enjoyed your speech.” “Your story is so inspiring. Thank you for sharing and being an open book!”