O’Reilly Wealth Advisors Announces 10/17/17 401(k) Workshop & White Paper

On October 17, 2017 O’Reilly Wealth Advisors is hosting a 401(k) workshop. At the workshop,¬†results of a study of a large number of 401(k) plans in San Diego County, especially North County, will be presented.

If you want your company’s 401(k) plan included – please contact us no later than September 1. Your plan’s presence in the study will be anonymous. No individual plans information will be revealed. If you want your plan studied – we call it a Fiduciary Risk Review – please let us know.

Mark your calendars for now and more details will be coming, including how to RSVP.

If you have any questions

Email Me

Or would like to talk further

(760) 804-0910