Event Feedback
Please select an event you with to leave feedback for
*
Please Select
9/18/2024 Monthly Meeting
10/16/2024 Monthly Meeting
11/13/2024 Monthly Meeting
12/11/2024 Monthly Meeting
01/24/2025 Estate Planners Day
02/19/2025 Monthly Meeting
03/19/2025 Monthly Meeting
04/16/2025 Monthly Meeting
Rate the overall performance of the Speaker(s)
Not at all
Not really
Somewhat
Mostly
Definitely
Interesting and entertaining
Relevant to you
Easy to understand
Rate the overall Topic(s)
Not at all
Not really
Somewhat
Mostly
Definitely
Interesting and entertaining
Relevant to you
Easy to understand
Rate the Technical Level of the Presenation:
Too Technical
Just Right
Too Basic
Please check the following for future topics in which you may be interested:
Succession Planning
Choice of Business Entities
Domestic Asset Protection Trust
Portfolio Management
Insurance/Annuities
Drafting Wills/Trusts
Fiduciary Tax
Artificial Intelligence (AI)
Charitable Gift Planning
Winding Down business
2025 Estate Tax Sunset
Other
Other Comments:
Optional: Contact Details
Your Name
First Name
Last Name
E-mail
Phone Number
-
Area Code
Phone Number
Submit Form
Should be Empty: