Client Appreciation Event Survey

Client Event Survey

At Carter Financial we never lose sight of the fact that strong relationships with our clients are the whole reason why we're in business. We’d like to do more client events in the future. Please take a moment to complete the questions below. These events are for you, and your feedback is very much appreciated!
Which events would you be interested in attending? (Check all that apply)*

Cooking classPainting classBowlingMusical concertMuseum dayBeer tastingWine tastingGolfingBBQScavenger huntsMovie outingCasino night/Poker/ Game nightVolunteer WorkOther
Which events would you be interested in attending? (Check all that apply)*

Budget planningFuneral/End of LifeSocial Security OptimizationMinimizing tax liabilitiesHealthcare optionsLong term care optionsRetirement strategiesEstate planning strategiesOther
Thank you for your input! Please confirm your preferred contact information below then SELECT SUBMIT.
Name*

First NameLast Name
Preferred Phone Number*

Area CodePhone Number
Preferred Email Address*
example@example.com
Please verify that you are human*
Should be Empty:

Client Event Survey