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Wine Wealth & Women Survey
Please provide your feedback on the event.
10
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1
Name
First Name
Last Name
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2
Email
example@example.com
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3
Phone Number
Area Code
Phone Number
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4
What was the date of the Wine, Wealth & Women mixer you attended?
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Date
Year
Month
Day
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5
Did you find the event informative?
YES
NO
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6
Were there any questions that we did not answer for you?
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7
Your Next Step:
Please let us know how we can help you next
Yes! Please call me to schedule a consultation to proceed with my own asset protection planning
Please have Amber Saunders, Esq. contact me for a follow-up appointment and/or another matter
Please have Carla Floratos contact me for a follow-up appointment about financial planning
I need legal help for my business! Please reach out to me to schedule a consultation
I need to check estate planning off of my to do list. Please call me to schedule a consultation
I'm ready now! Please call me to schedule a Design Meeting for my estate planning
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8
Please Tell Us About Your Needs
I Need a Kids Protection Plan
I Need To Avoid Probate
I Need to Guarantee My Spouse Will Know What To Do If Something Happens to Me
I Need to Consider Advanced Tax Protection Strategies
I Need To Ensure That Half My Assets Over $2 Million Do Not Go To The Government
I Need A Business Succession Plan For My Business
I Need Non-Biased Counsel Regarding My Personal Family Business
I Need To Confirm That I Will Receive My Inheritance Protected From Creditors
I Need To Start Investing
I Need to Start Planning For Retirement
I Need Help With A Tax Strategy
I Haven't Filed My Taxes
I Don't Have A Will
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9
How Else May We Serve You?
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10
Please Share Your Comments About Wine Wealth & Women
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