Webinar Survey
Thanks for attending our recent webinar! Please complete the below survey to let us know how it went!
Overall, how would you rate the webinar? *
★
★★
★★★
★★★★
★★★★★
I have a better understanding of my federal benefits and options for retirement. *
Yes
No
What are your biggest concerns or needs?
(rank your top 3):
Retirement Concern 1 *
Please select one
How can market volatility affect my retirement income?
How can I build tax-efficient income now and in retirement?
What tax exposure do I have with my qualified accounts?
I want a second opinion on my plan for retirement income.
How can I generate retirement income?
Am I still on track to retire?
Retirement Concern 2 *
Please select one
How can market volatility affect my retirement income?
How can I build tax-efficient income now and in retirement?
What tax exposure do I have with my qualified accounts?
I want a second opinion on my plan for retirement income.
How can I generate retirement income?
Am I still on track to retire?
Retirement Concern 3 *
Please select one
How can market volatility affect my retirement income?
How can I build tax-efficient income now and in retirement?
What tax exposure do I have with my qualified accounts?
I want a second opinion on my plan for retirement income.
How can I generate retirement income?
Am I still on track to retire?
Please list any other questions or concerns you may have that were not covered:
First Name *
Last Name *
Email *
Phone Number *
Are you interested in a 15-minute phone consultation with the presenter? *
Yes
No
Do you have any additional feedback you would like us to know?
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