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Annual Review Improvement Survey
11
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1
Name
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First Name
Last Name
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2
What is your preferred annual review location?
*
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Manhattan Beach Office
AT&T Plaza Cafe
Northrop Grumman S Cafe
Your Home
Coffee Shop Close to Your Home
Online / Or Over The Phone
Just Email Me A Copy
Other
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3
Which subjects are the five most important to cover during your annual review?
*
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Prior Year Performance
Retirement Analysis And Plan For The Upcoming Year
Current Year Asset Allocation And Outlook
Understanding Your Company Benefits
How To Maximize The Amount You Save For Retirement
How Your Pension Works
Deciding To Take A Lump Sum or Annuity With Your Pension
ROTH IRA Conversions - Should you convert and if so, how much should you convert.
Required Mandatory Distributions- How will they effect your retirement.
Tax or Law Changes For The Year That Could Affect You
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4
Which subjects, not listed in the prior question, would you like us to add to our annual review meeting?
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5
What is the best way to let you know we would like to schedule your annual review?
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Send me an email with a link to dates and times available. (Our current process)
CALL ME to schedule my annual review.
Let me call you when I'd like to meet.
I prefer not to review my account annually. Just send me monthly statements and let me review my account online on my own.
Other
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6
Do you have any recommendations that would improve the way we schedule your annual review?
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7
How much time should we dedicate toward our annual review meeting?
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Less Than 30 Minutes
2 Hours
30 Minutes
2 Hours 30 minutes
1 Hour
3 Hours
1 Hour 30 Minutes
More Than 3 Hours
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8
Do you have any recommendations that would improve our annual review meeting?
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9
Do you find value in our monthly client dinner events?
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YES
NO
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10
What dinner topics are your most preferred?
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Year-in-Review and Outlook for Year Ahead
Social Security / Medicare
The Art of Portfolio Construction - How we build your portfolio allocation for the year.
Mid-Year Review
Emotions and Your Money
Retirement Within Reach- How to prepare for an upcoming retirement.
5 Smart Investment Strategies
An Inside Look at Retirement Living
SECURE Act - How will it affect retirement planning going forward.
Ask An Advisor- A panel of advisors answering questions from the crowd.
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11
Do you have any recommendations that would improve our monthly client dinner events?
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