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Join us for our next CBA Event!
RETIREMENT & FINANCIAL WELLNESS Staying Ahead of the Curve on Employee Benefits!
Wednesday, September 25, 2024 Location: Neurocrine Biosciences
Address new location: 6027 Edgewood Bend Court, 1st Floor HR Training Room, SD
Time: 5:30 pm to 7:00 pm
Attendance for CBA members is free! Non-CBA member may register for $30
AGENDA 5:30 pm: Dinner Served 5:30 pm – 6:00 pm: Networking, Dinner & Announcements 6:00 pm – 7:00 pm: Program
Session Topic/Overview:
Join us for our next event as we are going to have an interactive session on Staying Ahead of the Curve on Employee Benefits. Your goal is to provide the best employee benefit package that your company can. RetirementDNA is joining CBASD for an in-person education meeting to help you with this goal! The topics we will cover will include:
Presenters:
Dan Dubois Retirement DNA - Managing Partner Dan is a 25 year veteran of the financial services industry and specializes in design assistance, implementation, and on-going fiduciary advisory support of investment and retirement programs for both large public and private companies. In 1985 Dan started his career as a financial consultant specializing in fixed income and tax-advantaged investments. His early success led to becoming the youngest broker ever appointed Managing Executive of a branch office for one of the nation’s largest broker/dealers. Prior to establishing RetirementDNA, Dan served as President of a nationally registered FINRA broker dealer which was focused on providing executive benefits and retirement plans. Dan has authored numerous articles on retirement planning strategies, was the host of Perspectives on Profit – a five-minute live market commentary that was aired daily on KWHY-TV in Los Angeles, he was featured in Business Week magazine as a college student for a successful entrepreneurial venture and is a regular guest speaker at industry conferences.
Shawna Christiansen Retirement DNA – Retirement Consultant Shawna is a Managing Partner of RetirementDNA. Shawna began her career in financial services in 2005. As a retirement consultant, Shawna provides retirement solutions for corporations and small businesses. Her goal is to create exceptional retirement plan experiences for employers and their employees while helping to ensure the highest quality programs, saving time, and reducing exposure to fiduciary liability.
