2018 Fiduciary Education Webinars

O’Reilly Wealth Advisors offers Fiduciary Education Webinars as part of our alliance with Two West Advisors. These webinars are designed to help plan sponsors understand and comply with the strict legal obligations that apply to plan fiduciaries under the Employee Retirement Income Security Act (ERISA) as well as applicable state laws.

Fiduciary 101 | February 7th | Register

A Fiduciary’s Approach To Investments | May 2nd | Register

Fees & Fiduciaries | August 1st | Register

Fiduciary Hot Topics | November 7th | Register

Each webinar is presented twice – once for 401(k) plan sponsors (10 a.m., PST) and once for 403(b) plan sponsors (11 a.m., PST).

We know you’re busy and our webinar times might not work for you. Good news! If you register for a webinar and cannot attend, the recording will automatically be emailed to you the day after so you can watch it at your convenience.

Due Diligence & Continuing Education

To help you document your fiduciary due diligence efforts, attendees will receive a certificate of completion following each webinar. Best practices suggest attending at least one webinar annually.

These webinars are also pre-approved for one HRCI or SHRM recertification hour.

If you have any questions

Email Me

Or would like to talk further

(760) 804-0910