Taylor Dance, PPC™, CPFA

Taylor Dance, PPC™, CPFA

South Jordan, Utah, United States
2K followers 500+ connections

Join to view profile

About

I am the Managing Director of GBS Retire, a leading Retirement Plan Advisory Practice…

Articles by Taylor

Activity

Join now to see all activity

Experience

Education

Licenses & Certifications

Volunteer Experience

  • Board Member

    Western Pension & Benefits Council, Salt Lake City Chapter

    - Present 9 years 1 month

    Economic Empowerment

    The Western Pension & Benefits Council (WP&BC) was founded in San Francisco in 1954 to address the educational needs of pension specialists. Through the years, WP&BC expanded its scope to include those with responsibilities in the health and welfare fields. Today, WP&BC is recognized as the premier educational and professional organization in the western United States for the dynamic field of employee benefits. We now have over 1,500 members located within 11 chapters. Our purpose is to…

    The Western Pension & Benefits Council (WP&BC) was founded in San Francisco in 1954 to address the educational needs of pension specialists. Through the years, WP&BC expanded its scope to include those with responsibilities in the health and welfare fields. Today, WP&BC is recognized as the premier educational and professional organization in the western United States for the dynamic field of employee benefits. We now have over 1,500 members located within 11 chapters. Our purpose is to educate, provide information, and foster sound principles of benefit plan governance within the industry. The world of employee benefits is constantly changing. Today, more than ever, you need the tools and resources to effectively manage your responsibilities as a benefits professional.

Courses

  • Corporate Finance

    -

  • International Economics

    -

  • International Finance

    -

  • Microeconomics

    -

  • Personal Financial Planning

    -

  • Vale Solutions Residential Estimating

    -

  • Xactimate Certified

    -

Honors & Awards

  • 2021 “Aces”: Top 100 Retirement Plan Advisors Under 40 Winner

    National Association of Plan Advisors

    Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan…

    Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces" are widely seen as the future leaders of the retirement plan advisor industry.

    These outstanding individuals were drawn from a pool of nearly 700 nominations.

    https://www.napa-net.org/2021-aces-top-100-retirement-plan-advisors-under-40

  • 2020 “Aces”: Top 100 Retirement Plan Advisors Under 40 Winner

    National Association of Plan Advisors

    Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40 (unofficially, our “young guns”) – this year has been rebranded as “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces “are…

    Established in 2014, this list - officially the NAPA Top Retirement Plan Advisors Under 40 (unofficially, our “young guns”) – this year has been rebranded as “Aces” - is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Aces “are widely seen as the future leaders of the retirement plan advisor industry.

    These outstanding individuals were drawn from a pool of more than 600 nominations (a 20% increase from a year ago).

    https://www.napa-net.org/industry-intel/accolades/young-guns

  • 2019 NAPA Young Guns 40 Under 40 Winner

    National Association of Plan Advisors

    2019 Young Guns: Advisors Under 40

    Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Young Guns”are widely seen as the future leaders of the retirement plan advisor industry.

    This year we…

    2019 Young Guns: Advisors Under 40

    Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. These “Young Guns”are widely seen as the future leaders of the retirement plan advisor industry.

    This year we more than 500 nominations (a 10% increase from a year ago). While each year’s nominations contain an inspiring pool of potential candidates, due to both the size and quantity of qualifying advisors.

    https://www.napa-net.org/industry-intel/accolades/young-guns

  • 2018 NAPA Young Guns Top Advisors Under 40 Winner

    NAPA

    Established in 2014, this list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are vetted by a blue ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review, and voted on by thousands in the retirement plan industry. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.

Organizations

  • Personal Financial Planning Association

    -

    - Present

More activity by Taylor

View Taylor’s full profile

  • See who you know in common
  • Get introduced
  • Contact Taylor directly
Join to view full profile

Other similar profiles

Explore collaborative articles

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Explore More

Add new skills with these courses

See all courses