Welcome to Guardians of Wealth
Instructions: Thank you for signing up for the Guardians of Wealth webinar with Ms. Business & Lindsay Smith the Agent! To help us better understand your needs and ensure this session provides maximum value, please complete the short assignment below. Please submit your responses at least 48 hours before class.
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
1. About You
What best describes your current status?
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W-2 Employee
Business Owner
Real Estate Investor
Freelancer/Consultant
Other
Are you currently managing your finances independently or working with a professional?
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I manage everything myself.
I have a bookkeeper.
I have an accountant.
I’m looking for professional help.
What is your approximate annual income?
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Below $50,000
$50,000 - $100,000
$100,000 - $200,000
$200,000 - $300,000
$300,000+
2. Business Formation & Tax Goals
If you are a business owner or planning to start one, do you have a business structure in place?
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Yes, I already have an LLC or S-Corp.
No, I need help with business formation.
Other
What is your biggest concern about your taxes or business finances right now?(Select all that apply)
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Understanding deductions and credits I qualify for
Managing cash flow and profitability.
Avoiding mistakes with tax filings.
Optimizing my tax strategy to save money.
“Which topic are you most excited to learn about during the Guardians of Wealth Class?” Select the one that resonates most with your current financial goals:
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How to save in taxes to keep more of my money with strategies from a certified Tax Strategist & CPA
Using life insurance to become my own bank and taking advantage of my policy.
Strategic tax planning for 6-7 figure earners
Building wealth through real estate investing
How to protect and grow my finances through tax, insurance and real estate strategies.
3. Real Estate Investors
If applicable, do you currently invest in real estate?
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Yes, I own property.
No, but I want to start investing.
Not Applicable
What is your biggest challenge with managing finances as a real estate investor?
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Tracking income and expenses.
Understanding tax benefits for real estate.
Finding the right bookkeeping solutions.
Not Applicable
4. Goals and Expectations
What are your top financial goals for 2025?
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Save on taxes.
Grow my business or portfolio.
Become more organized with my finances.
Gain clarity and confidence in managing my money.
What is one key takeaway or solution you hope to gain from this webinar?
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How Soon Are You Looking To Get Started On Your Goals?
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Immediately!
Within a week
Within the next 30 days
Not for another 60 Days
Just learning and not ready to take action yet
How Did You Find This Class?
Ad
Ms.Business Social media
Lindsay Smith the Agent’s social media
Email
SMS
Referred
Other
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