City Schedule

Schedule a face-to-face

There’s nothing the Directed Equity team enjoys more than sharing our self-directed 401(k) program and other small business lending services in person. Check out our upcoming travel schedule to see when the Directed Equity team will be in your neighborhood. Navigate to your nearest city and click on the blue tab to reserve a consultation time. We look forward to meeting you.

Phoenix, AZ

Date: 11/06/2017 - 11/08/2017
Details:

Emerging Franchisor Conference

Phoenix, AZ

Contact Mark Challis at 303.532.4540 / MChallis@DirectedEquity.com


Meet with us in Phoenix, AZ
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Chicago, IL

Date: 10/17/2017
Details:

Allstate

Northbrook, IL

Contact Bill Thomas at 303.532.4540 / BThomas@DirectedEquity.com


Meet with us in Chicago, IL
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Palm Dessert, CA

Date: 10/18/2017 - 10/20/2017
Details:

Annual Forum on Franchising

JW Marriott Desert Springs

Contact Mark Challis at 303.532.4540 / MChallis@DirectedEquity.com

 


Meet with us in Palm Dessert, CA
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Gaylord National Harbor, MD

Date: 10/22/2017 - 10/24/2017
Details:

ASPPA Annual Conference

Gaylord National Resort & Convention Center

Contact Mark Challis at 303.532.4540 / MChallis@DirectedEquity.com


Meet with us in Gaylord National Harbor, MD
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Colorado Springs, CO

Date: 10/30/2017 - 11/01/2017
Details:

NAGGL Annual Conference

Broadmoor Hotel

Contact Mark Challis or Bill Thomas at 303.532.4540
MChallis@DirectedEquity.com / BThomas@DirectedEquity.com


Meet with us in Colorado Springs, CO
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Los Angeles, CA

Date: 11/02/2017 - 11/04/2017
Details:

Franchise Expo West

Los Angeles Convention Center

Contact Mark Challis at 303.532.4540 / MChallis@DirectedEquity.com


Meet with us in Los Angeles, CA
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Chicago, IL

Date: 11/14/2017
Details:

Allstate

Northbrook, IL

Contact Bill Thomas at 303.532.4540 / BThomas@DirectedEquity.com


Meet with us in Chicago, IL
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Las Vegas, NV

Date: 11/13/2017 - 11/15/2017
Details:

Restaurant Finance & Development Conference

Cosmopolitan Hotel

Contact Mark Challis or Bill Thomas 303.532.4540
MChallis@DirectedEquity.com  /  BThomas@DirectedEquity.com


Meet with us in Las Vegas, NV
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