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Survey regarding Informational Client Town Hall Meetings

As part of our effort to provide timely and interesting information to you, our clients, we plan on scheduling a series of informal topical presentations, and would like your input regarding what would be of most interest.

I would really appreciate your opinion on which of the following you would find most interesting or helpful, and what timing you feel would best fit your schedule. Please take just a few minutes to review the list and complete the form below. When you are finished, click the "Submit" button to send us your thoughts.

I appreciate your continued support and confidence,
Gwen




Fill out the survey below and click the "Submit" button to send us your preferences.

Topics: (Please number 1 through 6 in order of level of interest)
Current Market Overview
529 Savings Plans: College Planning & a Great Estate Planning Tool
Estate Planning: Trusts, Wills & Powers of Attorney
Tax Changes: What's coming?
Private Pension Plans: How might Variable Annuities fill a void?
Long-Term Care: What are the options? What's your plan?


Timing: (Please number 1 through 3 in order of preference)
Tuesday "After Hours" (6:00PM - 7:30PM)
Saturday Brunch (10:00AM - 11:30AM)
Saturday Brunch (11:00AM - 12:30PM)
Other day or time?
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This communication is strictly intended for individuals residing in the states of
AZ,FL,GA,IL,MI,OH,SC,TX.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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