In early 2021, we posted about America Saves Week—an annual event, and a call for Americans to commit to saving successfully. According to its website, America Saves encourages us all to set goals and make a plan to achieve better financial stability. This comes at no better time to present, as America Saves Week will take place February 21-25.
Our expert co-host and financial consultant, Dominic DeFreece, will be joining us to educate us on how we can form healthy financial habits through understanding various financial strategies and instruments in order to make informed decisions regarding our financial futures. During this presentation, you will walk away with a better understanding of:
As always, please be reminded that any information provided in this webinar is for educational purposes only and should not be construed as financial, legal, or tax advice.
Brittany applies her extensive experience in direct sales, marketing and customer relationship management at Next Generation. In her role, she develops and oversees the implementation of our marketing strategy across all media and works with our team to support sales initiatives.
Brittany’s accomplishments throughout the years include designing and executing lead generation strategies across multiple channels, developing and nurturing multi-million dollar sales pipelines, enhancing digital marketing outreach, creating educational content, conducting market and competitive analyses, training sales personnel and improving internal processes to support sales. Prior to joining Next Generation Brittany held positions at Convergent Revenue Cycle Management, Inc., and Altria Group Distribution Company (formerly Philip Morris USA).
Brittany graduated Cum Laude with a B.S. in marketing and business management from Boston College, and is certified as a Self-Directed IRA Professional (SDIP). Brittany and her husband currently live in Branchburg, NJ, with their 1 year-old son. She also owns a rental property at the Jersey Shore. In her free time she enjoys dancing, working out, playing piano, cooking, reading and practicing mindfulness meditation.
Dominic DeFreece was born in New York City.
After graduating high school, he served in the United States Army and studied at the Pennsylvania State University where he earned a Bachelor's degree in Professional Accountancy.
Dominic began his professional career with the accounting firm of Deloitte & Touche working as an auditor. Throughout his career he has worked in Risk Management, Process Improvement, Financial Reporting and Investment Management for companies such as; ING (International Netherlands Group), Deutsche Bank, Santander Bank, Highmark and Edward Jones.
For over a decade he worked tirelessly to expand his experience and financial acumen, which would guide him down the path into leadership and higher levels of responsibility. Which led him to create DeFreece Financial Services where he helps businesses and families learn financial literacy.
DeFreece Financial Services exists through choice. The choice was made years ago by DeFreece Financial Solutions founder and owner, Dominic DeFreece, to not allow circumstances to define him. That choice has provided opportunities of growth and abundance via financial planning and financial solutions that otherwise would not have been achieved.
Currently, Dominic currently resides in Shillington, PA just outside of Reading, PA with his high school sweetheart and their three children.