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Home
Team
Who We Serve
Client Experience
FAQ
Login
920-617-6830
Client Event Survey
This fall we plan to host a multi-session client educational event. In an effort to best serve you, we are aksing for feedback regarding which topics are most important to you.
Name
*
First Name
Last Name
Which of the following educational event topics would you be interested in?
Please select as many as you are interested in.
How to discuss money/planning with your aging parents
Charitable giving plans, Warm hands giving, QCD's
Multigenerational Financial Planning
Cyber Security
Behavior Finance/Investor Psychology
The future of Social Security
Medicare Planning
Legal/Estate Planning
Other
Which of the following topics would you be MOST interested in?
How to discuss money/planning with your aging parents
Charitable giving plans, Warm hands giving, QCD's
Multigenerational Financial Planning
Cyber Security
Behavior Finance/Investor Psychology
The future of social security
Medicare Planning
Legal/Estate Planning
What day of the week works best for an evening, in-person event?
Tuesday
Wednesday
Thursday
Friday
Other topics we missed
Thank you!