Welcome to the scheduling page for Jeff Moormeier.
Please select which type of Event you want to schedule.
IN-OFFICE Planning Meeting
This is a 60 minute in-office meeting to discuss your financial plan and goals.
ZOOM - Planning Meeting
This is a 60 minute virtual meeting to discuss your financial plan and goals.
PHONE - Planning Meeting
This is a 60 minute phone meeting to discuss your financial plan and goals.
Wholesaler Meeting
This is a 30 minute meeting designed specifically for wholesalers. This is an in-office meeting.