Workshop Evaluation
Please share your feedback about the workshop.
Which workshop did you attend?
*
Workshop Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Areas of Concern
Please indicate if the following are an area of concern for you
Proper Protection (Insurance)
*
Yes
No
Retirement Savings & Income
*
Yes
No
Tax Efficiency
*
Yes
No
Estate & Legacy Planning
*
Yes
No
Social Security decisions
*
Yes
No
Do you need help creating a Comprehensive Estate Plan?
*
Yes
No
Notes
Seminar Review
Please provide feedback on the seminar
Did the seminar meet your expectations?
*
Yes
Somewhat
No
The level of content was:
*
Beginner
Intermediate
Advanced
Was the content appropriate for you?
*
Yes
Somewhat
No
Overall, the value of information provided was:
*
High
Average
Low
Overall, the clarity of information provided was:
*
High
Average
Low
Submit
Should be Empty: