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Our Calendar

Our commitment to the community extends beyond financial services. We believe that an informed investor is key to successful financial planning. As part of our commitment to the community, Beth Moores Financial, LLC., sponsors educational seminars and other events on a regular basis to keep you informed and on your road to successful financial planning.

You'll gain a working knowledge of the six areas that every financial management program must consider: cash management, risk management, investment planning, tax planning, retirement planning, and estate conservation.

We cover important financial concerns many people have, such as paying for college and long-term care, tax issues, estate planning and retirement planning assisting you with retiring in comfort.

These workshops are free, and no financial products will be offered for sale during the presentations.

We invite you to attend our scheduled financial seminars and presentations. Call us at 319-449-4890 or e-mail us for more information or to reserve a spot.

Please keep an eye on our calendar section for any upcoming events that we sponsor. We will also list other events -- including seminars -- in this section.

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