Launch Party: The Ultimate Software Solution

for IRA & Solo 401(k) Management

Self Direction Done Right

SEPira(k) Launch event

Join Houston's Premier Self-Directed Investment Event Where Innovation Meets Expertise

Welcome to the exclusive launch of transformative trust accounting software, where self-directed investing enters a new era of efficiency and control. Our two-hour event brings together visionary investors, industry experts, and cutting-edge technology, specifically designed for Solo 401(k), IRA, and SEP IRA(k) management.

Network with over 200 forward-thinking professionals while exploring revolutionary solutions that streamline portfolio management and trust accounting. Experience live demonstrations of our innovative platform that simplifies the complexities of self-directed investing, all while enjoying refreshments in a sophisticated business setting.

Industry experts will share powerful investment strategies, practical insights, and demonstrate how our software transforms the way you manage self-directed retirement accounts. Whether you're a trust company professional, investment manufacturer, or an individual investor seeking greater control over your retirement portfolio, this evening promises valuable connections and game-changing solutions.

Secure Your Place Among Investment Innovation Leaders

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Things to KNow...

Q: What is the dress code for the event?

A: The event follows a business casual dress code. This creates a professional yet comfortable atmosphere conducive to networking and learning.

Q: Is parking available at the venue?

A: Complimentary parking is available on-site with plenty of spaces. You'll find convenient access to the venue entrance from any parking spot.

Q: What refreshments will be served?

A: We're providing complimentary beer and wine throughout the event. Light refreshments will also be available while you network and enjoy the presentations.

Q: How long will the event last?

A: The event runs for two hours, from 6:00 PM to 8:00 PM Central Time. We've designed a focused agenda that maximizes your time while providing comprehensive insights into our software and investment strategies.

Q: Will there be time for networking?

A: Yes, we've built dedicated networking time into the schedule. You'll have opportunities to connect with over 200 industry professionals, investment experts, and our product team throughout the evening.

Q: What should I bring to the event?

A: Please bring your business cards and any specific questions about self-directed investing or our software platform. A notebook may also be useful during our expert presentations and software demonstrations.