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 class Painting class Bowling Musical concert Museum day Beer tasting Wine tasting Golfing BBQ Scavenger hunts Movie outing Casino night/Poker/ Game night Volunteer Work
Which events would you be interested in attending? (Check all that apply) *

Budget planning Funeral/End of Life Social Security Optimization Minimizing tax liabilities Healthcare options Long term care options Retirement strategies Estate planning strategies
Thank you for your input! Please confirm your preferred contact information below then SELECT SUBMIT.
Name *

First Name Last Name
Preferred Phone Number *

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

Client Event Survey