A BETTER 401(k) PLAN STEP-BY-STEP
Vista Chamber Lunch n’ Learn
Tuesday, October 17, 2017
11:30 a.m. – 1:00 p.m.
Lunch/Network 11:30-12:00
127 Main St., Vista, CA
O’Reilly Wealth Advisors
401(k) Workshop Includes
● Record-Keeper Importance
● Negotiating Fees & Structure
● Minimize Liability/Risk
● Creating a Great Experience
● Several Case Studies
● Compare Your Plan!
Please RSVP*. Lunch Provided.
roadmap@oreillywa.com
(760) 504-6040
● SHRM & CPA CEUs Made Easy
● Win a Retirement Plan Game
● *Chamber Membership not Required
