The Retirement Paradox: The Corporate Role as Trusted Advisor
Join us for an interactive workshop presented by Daniel Dubois, of Retirement DNA, as he discusses the issues and challenges of retirement planning in today's complex marketplace. This is a workshop focused on helping Business Owners Recruit, Reward, and Retain Key Employees.
Our special guest, Magda Marquet, Co-Founder and Co-CEO of Althea Technologies, will share the story of how she successfully grew her biosciences company in San Diego, and how she addressed these issues within their company.
Key discussion topics include:
• The New Paradigm: The Company Emerges as the “Trusted Advisor”
• Retirement Benefits and services as a strategic HR approach
• Trends Review
• Current trends in Executive Compensation
• Current trends in Employee Benefits
• Best Practices for Corporate Retirement Plans
• Corporate Lifecycle Models
• Going and Growing
• Public Company
• Maximizing Personal Investment and Savings Vehicles
• The “Six L” Retirement Risks We all Face… and how to make sure you’re protected
Daniel T. Dubois
Co-Founder and Co-CEO
About Our Speaker(s)
Bio of Daniel T. DuBois:
Daniel T. Dubois
Managing Partner - RetirementDNA
Registered Principal - ProEquities, Inc
Daniel Dubois has been a leader in the financial services industry for nearly 20 years. In 1985 Dan started his career as a financial consultant in a Beverly Hills, CA brokerage firm 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 affiliating with ProEquities, Inc. and joining Retirement Strategies Group, Dan served as President of a nationally licensed NASD broker dealer which was the nation’s leading independent broker dealer providing executive benefits and retirement plans to large public and privately held corporations. In this position he was responsible for overseeing the registered representative development, licensing, regulatory and compliance initiatives of the firm.
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, was featured in Business Week as a college student for a successful entrepreneurial venture, and is a regular guest speaker at industry conferences.
Dan holds Series 7, 24, and 63 licenses. He is also licensed nationally for life, health and variable insurance. Dan earned a degree in Economics from the University of Connecticut in 1985. He also was awarded an academic certificate in Personal Financial and Estate Planning from San Diego State University after successfully completing a comprehensive six course advanced studies program through SDSU’s Graduate School of Business. Dan lives in San Diego, CA with his wife Tina and their two kids.
Daniel T. Dubois
Managing Partner – Retirement Strategies Group
Registered Principal – ProEquities, Inc
4225 Executive Square, Suite 1060, La Jolla, CA 92037
Toll Free (800) 423-4891
Fax (858) 642-0171
E-mail [email protected]
DR. MAGDA MARQUET
Co-President and Co-Chief Executive Officer
Dr. Magda Marquet, a founder of Althea Technologies, has had over twenty years of experience in the biotechnology industry in the United States and Europe. She was formerly Executive Director of Pharmaceutical Development at Vical Incorporated, where she established herself as a leader in the production of clinical grade DNA for use in gene therapy and DNA vaccines. Prior to joining Vical, Dr. Marquet held process development positions at Amylin Pharmaceuticals, Protein Polymer Technologies, Syntro Corporation and Transgene. Dr. Marquet holds a Ph.D in Biochemical Engineering from the University of Toulouse/INSA. Dr. Marquet was the winner of the 2005 E&Y Entrepreneur of the Year award in San Diego in the Life Sciences category, the 2005 UCSD Athena Pinnacle award in Technology, and the 2004 Women Who Mean Business award from the San Diego Business Journal.
Magda Marquet, Ph.D.
co-President & co-CEO
Althea Technologies Inc.
11040 Roselle Street
San Diego CA 92121
Email: [email protected]
Event Date and Venue
This event will be held from 11:45AM-1:30PM on Thursday, June 15, 2006 at:
Fish & Richardson campus
12390 El Camino Real
San Diego (Carmel Valley), California 92130
11:45 AM - 12:15 PM Registration/Lunch/Networking
12:15 PM - 1:30 PM Program/Q&A