White Coat Investor 3/25 Post-Event Survey

Post-Event Survey

Thank you for joining us for the White Coat Investor webinar! A recording will be available in WisMed Communities after the event.

The Wisconsin Medical Society supports Physicians in various ways, including your personal financial success. Therefore, we ask for your feedback below. As a thank you for completing this survey, you will receive a “Financial Well-Being Checklist” of your choice via email so you can ensure your finances are on the right track.

Do you have any comments or suggestions you'd like to share?

I’m confident managing my debt, especially student loans.

Agree N/A I'd like more information.

Please select all true statements.

I’d like more information about insurance. I know what insurance I need, I just want help getting it. I’d like more information about saving and investing. I know what I need for investments, I just want help getting started investing.

CURRENT RESIDENTS: We'd love your participation in a focused discussion regarding issues and concerns during the upcoming Wisconsin Medical Society Annual Meeting on April 17th from 8-10am.

I am interested in joining!

Thank you for completing this survey! Please choose your financial well-being checklist/flow chart you would like emailed to you.

Issues to consider when paying off student loans. Can I make a backdoor Roth IRA contribution? Best investment accounts to save more money. Issues to consider when buying a home.

Name

First Last

Email

Confirmation Email example@example.com

Phone Number

If you’re interested in receiving a copy of The White Coat Investor book, please provide your address. Supplies are limited, so recipients will be randomly selected if necessary.

Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code