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.

New Orleans

Date: 11/06/2023 - 11/08/2023

NAGGL Annual Conference Nov 6-8, 2023, Hyatt Regency New Orleans, Booth #54
Contact Bill Thomas at 303.552.0440 /

Meet with us in New Orleans
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